Retirement plan

CYCLERY U.S.A. INC. RETIREMENT PLAN

Name: CYCLERY U.S.A. INC. - CYCLERY U.S.A. INC. RETIREMENT PLAN (2022) Form 5500
Creator: CYCLERY U.S.A. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CYCLERY U.S.A. INC. RETIREMENT PLAN, CYCLERY U.S.A. INC.

CYCLERY U.S.A. INC.EIN 33-0788807Plan #001PY 2022

415 TENNESSEE ST., SUITE A - REDLANDS, CA 92373909-792-2444cycleryusa.comLinkedIn11-50 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$350K

-7.8% from 2021

Total participants

+22.7% from 2021

Average account balance

$14,603

-15.5% from 2021

Annual return

-19.25%

-32.79 pp from 2021

Benchmarks

See 9,014 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,014 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$485

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$6K

$307 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.574%

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

$14,603

$106,557-86.3%

$91,227-84.0%

$134,545-89.1%

Participation rate

83.3%

76.8%+6.5pp

73.2%+10.1pp

81.2%+2.1pp

Annual return

-19.25%

160.81%-180.1pp

114.14%-133.4pp

418.37%-437.6pp

Employer contribution / active EE

$829

$3,332-75.1%

$2,851-70.9%

$4,742-82.5%

Participant deferral / active EE

$1,696

$4,719-64.1%

$4,234-60.0%

$6,401-73.5%

Admin fee / account holder

$230

$6,235-96.3%

$5,423-95.8%

$11,431-98.0%

CYCLERY U.S.A. INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CYCLERY U.S.A. INC. RETIREMENT 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