Retirement plan

MOBILE STORAGE INC. 401(K) PROFIT SHARING PLAN

Name: MOBILE STORAGE INC. - MOBILE STORAGE INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: MOBILE STORAGE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOBILE STORAGE INC. 401(K) PROFIT SHARING PLAN, MOBILE STORAGE INC.

MOBILE STORAGE INC.EIN 05-0436881Plan #001PY 2017

81 PILSUDSKI STREET - PROVIDENCE, RI 02909401-942-1888

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.9M

+19.9% from 2016

Total participants

0.0% from 2016

Average account balance

$88,657

+19.9% from 2016

Annual return

13.57%

+4.24 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.55M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

110.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$166K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+18.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2540

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$235 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.164%

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

$88,657

$102,547-13.5%

$78,210+13.4%

$147,585-39.9%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

13.57%

51.08%-37.5pp

40.90%-27.3pp

578.58%-565.0pp

Employer contribution / active EE

$2,136

$2,617-18.4%

$2,034+5.0%

$4,876-56.2%

Participant deferral / active EE

$5,677

$3,481+63.1%

$2,823+101.1%

$5,439+4.4%

Admin fee / account holder

$145

$5,059-97.1%

$3,758-96.1%

$10,886-98.7%

MOBILE STORAGE INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOBILE STORAGE INC. 401(K) PROFIT SHARING 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