Retirement plan

CAP EQUIPMENT LEASING CORP. 401-K SALARY SAVINGS PLAN

Name: CAP EQUIPMENT LEASING CORP. - CAP EQUIPMENT LEASING CORP. 401-K SALARY SAVINGS PLAN (2020) Form 5500
Creator: CAP EQUIPMENT LEASING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAP EQUIPMENT LEASING CORP. 401-K SALARY SAVINGS PLAN, CAP EQUIPMENT LEASING CORP.

CAP EQUIPMENT LEASING CORP.EIN 13-3703942Plan #002PY 2020

18-25 43RD STREET - ASTORIA, NY 11105718-204-8400

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+16.0% from 2019

Total participants

0.0% from 2019

Average account balance

$401,988

No prior year

Annual return

9.76%

-8.51 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.73M

Not enough data

1 years with asset history on file

Average account balance

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

$621K

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

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

+137.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$401,988

$228,352+76.0%

$185,827+116.3%

$158,950+152.9%

Participation rate

100.0%

82.3%+17.7pp

78.0%+22.0pp

82.0%+18.0pp

Annual return

9.76%

40.81%-31.0pp

35.96%-26.2pp

302.91%-293.1pp

Employer contribution / active EE

$4,967-100.0%

$4,087-100.0%

$4,762-100.0%

Participant deferral / active EE

$21,500

$6,416+235.1%

$5,633+281.7%

$5,983+259.4%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,248-100.0%

CAP EQUIPMENT LEASING CORP. 401-K SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAP EQUIPMENT LEASING CORP. 401-K SALARY SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion