Retirement plan

COIT REAL ESTATE GROUP PROFIT SHARING PLAN

Name: COIT REAL ESTATE GROUP, INC. - COIT REAL ESTATE GROUP PROFIT SHARING PLAN (2015) Form 5500
Creator: COIT REAL ESTATE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COIT REAL ESTATE GROUP PROFIT SHARING PLAN, COIT REAL ESTATE GROUP, INC.

COIT REAL ESTATE GROUP, INC.EIN 27-1616601Plan #001PY 2015

1655 N MAIN ST, STE 270 - WALNUT CREEK, CA 94596925-943-6080

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$317K

No prior year

Total participants

No prior year

Average account balance

$158,622

No prior year

Annual return

23.80%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$210K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

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

+3.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$8387 / participant

Other / not subdivided$17K100.0%

% of EOY assets

5.287%

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

$158,622

$140,592+12.8%

$123,105+28.9%

$125,389+26.5%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

23.80%

16.80%+7.0pp

13.22%+10.6pp

282.24%-258.4pp

Employer contribution / active EE

$7,991

$6,041+32.3%

$5,151+55.1%

$4,866+64.2%

Participant deferral / active EE

$3,612

$6,980-48.3%

$6,229-42.0%

$5,352-32.5%

Admin fee / account holder

$8,387

$11,198-25.1%

$9,014-7.0%

$9,541-12.1%

COIT REAL ESTATE GROUP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COIT REAL ESTATE GROUP PROFIT SHARING 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