Retirement plan

COLDWELL BANKER ONE 401K PLAN

Name: GULLY & PHELPS INC DBA COLDWELL - COLDWELL BANKER ONE 401K PLAN (2022) Form 5500
Creator: GULLY & PHELPS INC DBA COLDWELL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLDWELL BANKER ONE 401K PLAN, GULLY & PHELPS INC DBA COLDWELL

GULLY & PHELPS INC DBA COLDWELLEIN 72-1145684Plan #001PY 2022

5025 BLUEBONNET BLVD - BATON ROUGE, LA 70809225-925-2500

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$61K

-10.8% from 2021

Total participants

0.0% from 2021

Average account balance

$30,389

-10.8% from 2021

Annual return

-13.61%

-32.33 pp from 2021

Benchmarks

See 18,479 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,479 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

16.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$367

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

+8.99%

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$30,389

$190,879-84.1%

$160,009-81.0%

$134,532-77.4%

Participation rate

20.0%

82.0%-62.0pp

78.0%-58.0pp

81.2%-61.2pp

Annual return

-13.61%

552.63%-566.2pp

408.85%-422.5pp

418.27%-431.9pp

Employer contribution / active EE

$4,995-100.0%

$4,225-100.0%

$4,741-100.0%

Participant deferral / active EE

$380

$6,924-94.5%

$6,183-93.8%

$6,401-94.1%

Admin fee / account holder

$10,495-100.0%

$8,715-100.0%

$11,429-100.0%

COLDWELL BANKER ONE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLDWELL BANKER ONE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion