Retirement plan

COUP D'ETAT, INC. 401(K) PLAN

Name: COUP D'ETAT, INC. - COUP D'ETAT, INC. 401(K) PLAN (2022) Form 5500
Creator: COUP D'ETAT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COUP D'ETAT, INC. 401(K) PLAN, COUP D'ETAT, INC.

COUP D'ETAT, INC.EIN 80-0334904Plan #002PY 2022

111 RHODE ISLAND STREET, SUITE 1 - SAN FRANCISCO, CA 94103415-241-9300coupdetatsf.comLinkedIn11-50 employeesretail

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$596K

+6.5% from 2021

Total participants

+21.4% from 2021

Average account balance

$66,201

+6.5% from 2021

Annual return

-17.54%

-41.39 pp from 2021

Benchmarks

See 21,402 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,402 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.20M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+18.89%

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 codes2E2F2G2J3D

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.
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.
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

$5K

$290 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.777%

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

$66,201

$95,917-31.0%

$79,583-16.8%

$134,545-50.8%

Participation rate

50.0%

75.0%-25.0pp

69.5%-19.5pp

81.2%-31.2pp

Annual return

-17.54%

-2.70%-14.8pp

0.16%-17.7pp

418.37%-435.9pp

Employer contribution / active EE

$2,738

$3,129-12.5%

$2,414+13.4%

$4,742-42.3%

Participant deferral / active EE

$5,949

$4,694+26.7%

$3,986+49.3%

$6,401-7.1%

Admin fee / account holder

$515

$9,132-94.4%

$6,835-92.5%

$11,431-95.5%

COUP D'ETAT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUP D'ETAT, INC. 401(K) 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