Retirement plan

URBAN TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

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

URBAN TRANSPORTATION ASSOCIATES, INC.EIN 31-0993883Plan #001PY 2018

4240 AIRPORT ROAD, SUITE 212 - CINCINNATI, OH 452261629513-961-0099LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.2M

-1.2% from 2017

Total participants

0.0% from 2017

Average account balance

-100.0% from 2017

Annual return

-6.17%

-23.47 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

$7.07M

Not enough data

1 years with asset history on file

Average account balance

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

$472K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5141

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 codes2E2F2G2J3D

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.
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

$20K

$1666 / participant

Other / not subdivided$20K100.0%

% of EOY assets

0.622%

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

$85,790-100.0%

$67,313-100.0%

$135,380-100.0%

Participation rate

0.0%

76.5%-76.5pp

69.1%-69.1pp

82.6%-82.6pp

Annual return

-6.17%

-0.54%-5.6pp

-4.08%-2.1pp

519.81%-526.0pp

Employer contribution / active EE

$4,242

$3,487+21.6%

$2,566+65.3%

$4,779-11.2%

Participant deferral / active EE

$10,829

$4,651+132.8%

$3,568+203.5%

$5,609+93.1%

Admin fee / account holder

$6,392-100.0%

$4,507-100.0%

$10,828-100.0%

URBAN TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

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