Retirement plan

COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN

Name: COHO PARTNERS, LTD. - COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN (2018) Form 5500
Creator: COHO PARTNERS, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN, COHO PARTNERS, LTD.

COHO PARTNERS, LTD.EIN 23-3004662Plan #001PY 2018

300 BERWYN PARK, 801 CASSATT ROAD, SUITE 100 - BERWYN, PA 19312484-318-7575cohopartners.comLinkedIn11-50 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.8M

+19.4% from 2017

Total participants

+17.4% from 2017

Average account balance

$177,001

+1.8% from 2017

Annual return

-1.44%

-29.25 pp from 2017

Benchmarks

See 7,475 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,475 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.65M

Not enough data

1 years with asset history on file

Average account balance

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

$345K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$150279

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.

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

$177,001

$94,529+87.2%

$140,019+26.4%

$64,181+175.8%

Participation rate

100.0%

84.1%+15.9pp

87.5%+12.5pp

69.6%+30.4pp

Annual return

-1.44%

7.77%-9.2pp

651.15%-652.6pp

7.63%-9.1pp

Employer contribution / active EE

$19,342

$3,812+407.3%

$5,605+245.1%

$2,381+712.4%

Participant deferral / active EE

$14,080

$5,250+168.2%

$6,927+103.3%

$3,470+305.8%

Admin fee / account holder

$6,741-100.0%

$10,705-100.0%

$4,887-100.0%

COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COHO PARTNERS, LTD. 401(K)/PROFIT SHARING PLAN

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