Retirement plan

COCLICO INC. 401(K) PROFIT SHARING PLAN

Name: COCLICO INC. - COCLICO INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: COCLICO INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COCLICO INC. 401(K) PROFIT SHARING PLAN, COCLICO INC.

COCLICO INC.EIN 27-2779239Plan #002PY 2019

670 BROADWAY, SUITE 502 - NEW YORK, NY 10012212-965-5460coclico.comLinkedIn1-10 employeesretail

Other plans on this EIN

1 filing

#001Retirement-$3.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$690K

+52.1% from 2017

Total participants

+280.0% from 2017

Average account balance

$36,320

-60.0% from 2017

Annual return

15.39%

+5.01 pp from 2017

Benchmarks

See 18,790 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,790 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$917K

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+7.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$129 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.356%

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

$36,320

$106,923-66.0%

$84,023-56.8%

$152,909-76.2%

Participation rate

100.0%

75.3%+24.7pp

69.0%+31.0pp

82.5%+17.5pp

Annual return

15.39%

105.02%-89.6pp

71.32%-55.9pp

345.46%-330.1pp

Employer contribution / active EE

$4,655

$2,735+70.2%

$1,984+134.6%

$4,764-2.3%

Participant deferral / active EE

$2,049

$4,013-48.9%

$3,239-36.7%

$5,851-65.0%

Admin fee / account holder

$129

$8,289-98.4%

$6,102-97.9%

$11,601-98.9%

COCLICO INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COCLICO INC. 401(K) 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