Retirement plan

TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST

Name: TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST - TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST, TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST

TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUSTEIN 20-1867276Plan #001PY 2018

309 DIABLO ROAD, SUITE 200 - DANVILLE, CA 94526925-820-7030

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$825K

+2.5% from 2017

Total participants

0.0% from 2017

Average account balance

$206,291

+2.5% from 2017

Annual return

-5.80%

-18.20 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$913K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+43.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$266349

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 codes2E2J2R3D

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.
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

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

$4K

$898 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.435%

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

$206,291

$85,790+140.5%

$67,313+206.5%

$135,380+52.4%

Participation rate

100.0%

76.5%+23.5pp

69.1%+30.9pp

82.6%+17.4pp

Annual return

-5.80%

-0.54%-5.3pp

-4.08%-1.7pp

519.81%-525.6pp

Employer contribution / active EE

$2,481

$3,487-28.9%

$2,566-3.3%

$4,779-48.1%

Participant deferral / active EE

$14,200

$4,651+205.3%

$3,568+298.0%

$5,609+153.2%

Admin fee / account holder

$898

$6,392-86.0%

$4,507-80.1%

$10,828-91.7%

TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRANSPORTATION SHOPPE 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