Retirement plan

COZY DENTAL 401K PLAN

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

COZY DENTALEIN 27-3372243Plan #001PY 2021

14025 E EXPOSITION AVE - AURORA, CO 80012303-340-0422cozydental.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$177K

+68.9% from 2020

Total participants

0.0% from 2020

Average account balance

$13,591

+55.9% from 2020

Annual return

18.32%

-8.75 pp from 2020

Benchmarks

See 18,809 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,809 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$506K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

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

+18.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$529

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$46 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.757%

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

$13,591

$95,383-85.8%

$185,837-92.7%

$85,856-84.2%

Participation rate

37.9%

68.8%-30.8pp

81.7%-43.8pp

69.3%-31.4pp

Annual return

18.32%

23.59%-5.3pp

122.08%-103.8pp

318.58%-300.3pp

Employer contribution / active EE

$842

$3,313-74.6%

$5,168-83.7%

$2,565-67.2%

Participant deferral / active EE

$981

$3,423-71.3%

$5,568-82.4%

$3,952-75.2%

Admin fee / account holder

$103

$7,213-98.6%

$16,241-99.4%

$6,261-98.4%

COZY DENTAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COZY DENTAL 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