Retirement plan

ECOGREEN SOLUTIONS, INC. 401(K) PLAN & TRUST

Name: ECOGREEN SOLUTIONS, INC. - ECOGREEN SOLUTIONS, INC. 401(K) PLAN & TRUST (2020) Form 5500
Creator: ECOGREEN SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECOGREEN SOLUTIONS, INC. 401(K) PLAN & TRUST, ECOGREEN SOLUTIONS, INC.

ECOGREEN SOLUTIONS, INC.EIN 80-0196823Plan #001PY 2020

27671 LA PAZ ROAD, SUITE 100 - LAGUNA NIGUEL, CA 92677949-364-6800ecogreen-solutions.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$308K

+42.5% from 2019

Total participants

0.0% from 2019

Average account balance

$20,540

+42.5% from 2019

Annual return

29.05%

-17.64 pp from 2019

Benchmarks

See 16,249 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort16,249 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$521K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

43.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

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

+18.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4689

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 codes2F2G2J2T3D

Plan features

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$139K

$5352 / participant

Other / not subdivided$139K100.0%

% of EOY assets

45.160%

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

$20,540

$72,273-71.6%

$101,275-79.7%

$79,856-74.3%

Participation rate

57.7%

68.5%-10.8pp

75.8%-18.1pp

69.6%-11.9pp

Annual return

29.05%

22.30%+6.8pp

46.48%-17.4pp

31.71%-2.7pp

Employer contribution / active EE

$2,590

$2,691-3.8%

$3,660-29.2%

$2,471+4.8%

Participant deferral / active EE

$3,845

$3,282+17.2%

$4,371-12.0%

$3,741+2.8%

Admin fee / account holder

$9,276

$4,401+110.8%

$5,948+56.0%

$5,306+74.8%

ECOGREEN SOLUTIONS, INC. 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ECOGREEN SOLUTIONS, INC. 401(K) PLAN & TRUST

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