Retirement plan

COST/COPY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Name: COST/COPY CONSULTANT'S, INC. - COST/COPY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: COST/COPY CONSULTANT'S, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COST/COPY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN, COST/COPY CONSULTANT'S, INC.

COST/COPY CONSULTANT'S, INC.EIN 36-3507027Plan #001PY 2017

942 TURRET COURT - MUNDELEIN, IL 60060847-949-5678costpercopyconsultants.comLinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+20.2% from 2016

Total participants

-16.7% from 2016

Average account balance

$128,521

+60.2% from 2016

Annual return

18.73%

+21.81 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.20M

Not enough data

1 years with asset history on file

Average account balance

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

$220K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4333

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

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

$42K

$6070 / participant

Other / not subdivided$42K100.0%

% of EOY assets

3.673%

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

$128,521

$232,540-44.7%

$185,117-30.6%

$147,585-12.9%

Participation rate

85.7%

82.4%+3.4pp

77.3%+8.4pp

82.8%+2.9pp

Annual return

18.73%

43.03%-24.3pp

40.50%-21.8pp

578.58%-559.9pp

Employer contribution / active EE

$1,838

$5,195-64.6%

$4,182-56.0%

$4,876-62.3%

Participant deferral / active EE

$5,217

$5,834-10.6%

$5,045+3.4%

$5,439-4.1%

Admin fee / account holder

$4,721

$10,275-54.1%

$8,159-42.1%

$10,886-56.6%

COST/COPY CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COST/COPY CONSULTANTS, 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