Retirement plan

ALL ABOARD TRANSPORT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: ALL ABOARD TRANSPORT, INC. - ALL ABOARD TRANSPORT, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: ALL ABOARD TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL ABOARD TRANSPORT, INC. 401(K) PROFIT SHARING PLAN AND TRUST, ALL ABOARD TRANSPORT, INC.

ALL ABOARD TRANSPORT, INC.EIN 06-1379996Plan #001PY 2021

8 KIT COURT - MONROE, NY 10950845-782-4727

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

-16.2% from 2020

Total participants

-18.8% from 2020

Average account balance

$141,474

+3.1% from 2020

Annual return

11.97%

-8.11 pp from 2020

Benchmarks

See 7,539 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort7,539 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$154K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

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

+13.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30376

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$677K

$61506 / participant

Other / not subdivided$677K100.0%

% of EOY assets

36.786%

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

$141,474

$104,664+35.2%

$85,693+65.1%

$167,518-15.5%

Participation rate

100.0%

76.4%+23.6pp

69.9%+30.1pp

82.1%+17.9pp

Annual return

11.97%

21.45%-9.5pp

21.49%-9.5pp

478.71%-466.7pp

Employer contribution / active EE

$1,837

$3,337-44.9%

$2,618-29.8%

$4,838-62.0%

Participant deferral / active EE

$3,466

$4,824-28.2%

$3,923-11.6%

$6,342-45.3%

Admin fee / account holder

$52,043

$10,032+418.8%

$6,874+657.1%

$12,312+322.7%

ALL ABOARD TRANSPORT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL ABOARD TRANSPORT, INC. 401(K) PROFIT SHARING PLAN AND 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