Retirement plan

ECOS ENERGY, LLC 401(K) PLAN

Name: ECOS ENERGY, LLC - ECOS ENERGY, LLC 401(K) PLAN (2020) Form 5500
Creator: ECOS ENERGY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECOS ENERGY, LLC 401(K) PLAN, ECOS ENERGY, LLC

ECOS ENERGY, LLCEIN 26-4332281Plan #001PY 2020

222 S. 9TH STREET, SUITE 1600 - MINNEAPOLIS, MN 55402651-268-2053allcous.comLinkedIn11-50 employeesrenewables & environment

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$125K

+175.8% from 2019

Total participants

+16.7% from 2019

Average account balance

$24,993

+120.7% from 2019

Annual return

48.40%

+29.04 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$915K

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+16.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$466

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 codes2G2J3D2E2F

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

$1K

$202 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.131%

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

$24,993

$111,301-77.5%

$112,977-77.9%

$158,950-84.3%

Participation rate

71.4%

83.5%-12.1pp

82.6%-11.1pp

82.0%-10.5pp

Annual return

48.40%

26.40%+22.0pp

24.24%+24.2pp

302.91%-254.5pp

Employer contribution / active EE

$4,471-100.0%

$4,255-100.0%

$4,762-100.0%

Participant deferral / active EE

$8,248

$5,880+40.3%

$5,836+41.3%

$5,983+37.9%

Admin fee / account holder

$283

$8,392-96.6%

$6,294-95.5%

$11,248-97.5%

ECOS ENERGY, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECOS ENERGY, LLC 401(K) 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