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 (2022) 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 2022

8 KIT CT - MONROE, NY 109503008845-782-4727

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

-14.6% from 2021

Total participants

+7.7% from 2021

Average account balance

$112,132

-20.7% from 2021

Annual return

-18.00%

-29.97 pp from 2021

Benchmarks

See 8,687 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,687 peers

Snapshot2022

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

$8K

$703 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.537%

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

$112,132

$82,314+36.2%

$68,808+63.0%

$134,532-16.7%

Participation rate

100.0%

75.1%+24.9pp

69.0%+31.0pp

81.2%+18.8pp

Annual return

-18.00%

-2.18%-15.8pp

-6.37%-11.6pp

418.27%-436.3pp

Employer contribution / active EE

$2,130

$3,301-35.5%

$2,656-19.8%

$4,741-55.1%

Participant deferral / active EE

$3,692

$4,740-22.1%

$3,942-6.3%

$6,401-42.3%

Admin fee / account holder

$602

$6,484-90.7%

$4,936-87.8%

$11,429-94.7%

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