Retirement plan

COVERALL INDUSTRIES, INC. SAVING PLAN

Name: COVERALL INDUSTRIES, INC. - COVERALL INDUSTRIES, INC. SAVING PLAN (2021) 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 2021

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)

$462K

+27.1% from 2020

Total participants

0.0% from 2020

Average account balance

$231,122

+27.1% from 2020

Annual return

11.84%

-0.39 pp from 2020

Benchmarks

See 22,588 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,588 peers

Snapshot2021

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

$101

$51 / participant

Other / not subdivided$101100.0%

% of EOY assets

0.022%

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

$231,122

$176,786+30.7%

$146,643+57.6%

$167,536+38.0%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

11.84%

24.04%-12.2pp

22.75%-10.9pp

478.82%-467.0pp

Employer contribution / active EE

$14,260

$5,161+176.3%

$4,137+244.7%

$4,839+194.7%

Participant deferral / active EE

$13,520

$6,440+109.9%

$5,506+145.5%

$6,342+113.2%

Admin fee / account holder

$51

$13,262-99.6%

$10,280-99.5%

$12,315-99.6%

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