Retirement plan

CAPITOL ARCHIVES RECORD STOR 401 K PROFIT SHARING PLAN TRUST

Name: CAPITOL ARCHIVES & RECORD STOR - CAPITOL ARCHIVES RECORD STOR 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: CAPITOL ARCHIVES & RECORD STOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL ARCHIVES RECORD STOR 401 K PROFIT SHARING PLAN TRUST, CAPITOL ARCHIVES & RECORD STOR

CAPITOL ARCHIVES & RECORD STOREIN 06-1358645Plan #001PY 2018

133 LAUREL STREET - HARTFORD, CT 06106860-951-8981capitolarchives.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$170K

+4.8% from 2017

Total participants

+5.9% from 2017

Average account balance

$14,155

+4.8% from 2017

Annual return

-7.41%

-29.35 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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 codes2T3D2J2F2E2G

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

$708

$54 / participant

Other / not subdivided$708100.0%

% of EOY assets

0.417%

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

$14,155

$101,283-86.0%

$75,826-81.3%

$135,380-89.5%

Participation rate

53.8%

72.7%-18.9pp

68.2%-14.4pp

82.6%-28.8pp

Annual return

-7.41%

3384.62%-3392.0pp

1914.15%-1921.6pp

519.81%-527.2pp

Employer contribution / active EE

$497

$2,382-79.1%

$1,913-74.0%

$4,779-89.6%

Participant deferral / active EE

$1,023

$3,469-70.5%

$2,862-64.3%

$5,609-81.8%

Admin fee / account holder

$59

$6,539-99.1%

$4,726-98.8%

$10,828-99.5%

CAPITOL ARCHIVES RECORD STOR 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL ARCHIVES RECORD STOR 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