Retirement plan

COLORADO COACH AUTOBODY, INC 401 (K) PROFIT SHARING PLAN & TRUST

Name: COLORADO COACH AUTOBODY, INC - COLORADO COACH AUTOBODY, INC 401 (K) PROFIT SHARING PLAN & TRUST (2022) Form 5500
Creator: COLORADO COACH AUTOBODY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO COACH AUTOBODY, INC 401 (K) PROFIT SHARING PLAN & TRUST, COLORADO COACH AUTOBODY, INC

COLORADO COACH AUTOBODY, INCEIN 84-0993889Plan #001PY 2022

4850 VALMONT ROAD - BOULDER, CO 80301303-449-4153LinkedIn11-50 employeesautomotive

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$363K

-8.8% from 2021

Total participants

-18.2% from 2021

Average account balance

$45,421

-8.8% from 2021

Annual return

-14.02%

-25.25 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$383K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

25.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$550

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

+15.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7789

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$352

$27 / participant

Other / not subdivided$352100.0%

% of EOY assets

0.097%

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

$45,421

$92,743-51.0%

$82,744-45.1%

$134,532-66.2%

Participation rate

23.1%

75.2%-52.1pp

72.6%-49.5pp

81.2%-58.2pp

Annual return

-14.02%

946.63%-960.6pp

702.22%-716.2pp

418.27%-432.3pp

Employer contribution / active EE

$3,273-100.0%

$3,008-100.0%

$4,741-100.0%

Participant deferral / active EE

$1,598

$4,802-66.7%

$4,395-63.6%

$6,401-75.0%

Admin fee / account holder

$44

$5,977-99.3%

$5,325-99.2%

$11,429-99.6%

COLORADO COACH AUTOBODY, INC 401 (K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO COACH AUTOBODY, INC 401 (K) PROFIT SHARING 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