Retirement plan

KOPRI INC 401K PLAN

Name: KOPRI INC - KOPRI INC 401K PLAN (2021) Form 5500
Creator: KOPRI INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOPRI INC 401K PLAN, KOPRI INC

KOPRI INCEIN 20-5323935Plan #001PY 2021

29700 SW BURKHALTER ROAD - HILLSBORO, OR 97123503-648-8198LinkedIn1-10 employeesfood production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$360K

+26.9% from 2020

Total participants

0.0% from 2020

Average account balance

$40,030

+26.9% from 2020

Annual return

13.62%

+0.96 pp from 2020

Benchmarks

See 3,802 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,802 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$102K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8368

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.

Expense breakdown

Schedule H Part II

Admin total

$212

$35 / participant

Other / not subdivided$212100.0%

% of EOY assets

0.059%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$40,030

$110,801-63.9%

$86,615-53.8%

$167,536-76.1%

Participation rate

100.0%

75.8%+24.2pp

71.6%+28.4pp

82.1%+17.9pp

Annual return

13.62%

116.96%-103.3pp

63.51%-49.9pp

478.82%-465.2pp

Employer contribution / active EE

$1,008

$3,245-68.9%

$2,496-59.6%

$4,839-79.2%

Participant deferral / active EE

$5,274

$4,547+16.0%

$3,699+42.6%

$6,342-16.8%

Admin fee / account holder

$24

$8,417-99.7%

$5,830-99.6%

$12,315-99.8%

KOPRI INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOPRI INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion