Retirement plan

COVERALL INDUSTRIES, INC. SAVING PLAN

Name: COVERALL INDUSTRIES, INC. - COVERALL INDUSTRIES, INC. SAVING PLAN (2020) Form 5500
Creator: COVERALL INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COVERALL INDUSTRIES, INC. SAVING PLAN, COVERALL INDUSTRIES, INC.

COVERALL INDUSTRIES, INC.EIN 95-4592151Plan #001PY 2020

457 S. ROBERTSON BOULEVARD - BEVERLY HILLS, CA 90211310-288-9990coverallindustries.comLinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$364K

+77.6% from 2018

Total participants

0.0% from 2018

Average account balance

$181,809

+77.6% from 2018

Annual return

12.24%

+23.63 pp from 2018

Benchmarks

See 22,194 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,194 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$799K

Not enough data

1 years with asset history on file

Average account balance

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

$400K

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

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+13.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

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

$100

$50 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.028%

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

$181,809

$162,821+11.7%

$133,978+35.7%

$158,982+14.4%

Participation rate

100.0%

83.2%+16.8pp

79.8%+20.2pp

82.0%+18.0pp

Annual return

12.24%

41.95%-29.7pp

45.10%-32.9pp

302.99%-290.8pp

Employer contribution / active EE

$14,687

$4,976+195.1%

$3,919+274.8%

$4,763+208.4%

Participant deferral / active EE

$13,020

$5,910+120.3%

$5,047+158.0%

$5,983+117.6%

Admin fee / account holder

$50

$11,742-99.6%

$8,930-99.4%

$11,252-99.6%

COVERALL INDUSTRIES, INC. SAVING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COVERALL INDUSTRIES, INC. SAVING 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