Retirement plan

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INC.

Name: COLD SPOT FEEDS, INC. - EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INC. (2018) Form 5500
Creator: COLD SPOT FEEDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INC., COLD SPOT FEEDS, INC.

COLD SPOT FEEDS, INC.EIN 87-0803237Plan #001PY 2018

377 HELMERICKS AVE - FAIRBANKS, AK 997013180907-457-8555coldspotfeeds.comLinkedIn11-50 employeesretail

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$420K

+38.1% from 2017

Total participants

+38.1% from 2017

Average account balance

$14,485

+0.0% from 2017

Annual return

-9.41%

-47.89 pp from 2017

Benchmarks

See 7,521 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,521 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$988

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 codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$824

$37 / participant

Other / not subdivided$824100.0%

% of EOY assets

0.196%

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

$14,485

$107,809-86.6%

$90,657-84.0%

$135,380-89.3%

Participation rate

100.0%

78.0%+22.0pp

74.0%+26.0pp

82.6%+17.4pp

Annual return

-9.41%

-0.90%-8.5pp

1.89%-11.3pp

519.81%-529.2pp

Employer contribution / active EE

$1,828

$3,018-39.4%

$2,532-27.8%

$4,779-61.7%

Participant deferral / active EE

$4,779

$3,872+23.4%

$3,424+39.6%

$5,609-14.8%

Admin fee / account holder

$28

$5,931-99.5%

$4,994-99.4%

$10,828-99.7%

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF COLD SPOT FEEDS, INC.

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