Retirement plan

COSY INC. RETIREMENT PLAN TRUST

Name: COSY INC. - COSY INC. RETIREMENT PLAN TRUST (2020) Form 5500
Creator: COSY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COSY INC. RETIREMENT PLAN TRUST, COSY INC.

COSY INC.EIN 20-1353104Plan #001PY 2020

3030 PLAZA BONITA RD., SUITE 2032 - NATIONAL CITY, CA 91950619-471-7898

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$61K

No prior year

Total participants

No prior year

Average account balance

$12,189

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 8,281 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort8,281 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$585K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

257.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16817

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,189

$108,285-88.7%

$77,552-84.3%

$158,982-92.3%

Participation rate

100.0%

64.4%+35.6pp

54.2%+45.8pp

82.0%+18.0pp

Annual return

0.00%

31.69%-31.7pp

54.82%-54.8pp

302.99%-303.0pp

Employer contribution / active EE

$12,795

$1,325+865.7%

$987+1196.8%

$4,763+168.6%

Participant deferral / active EE

$1,199

$2,455-51.2%

$1,861-35.6%

$5,983-80.0%

Admin fee / account holder

$3,709-100.0%

$2,859-100.0%

$11,252-100.0%

COSY INC. RETIREMENT PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COSY INC. RETIREMENT PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion