Retirement plan

CAPITOL REALTY ADVISORS 401(K) PROFIT SHARING PLAN

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

CAPITOL REALTY ADVISORS, INC.EIN 68-0067282Plan #001PY 2018

1490 STONE POINT DRIVE #120 - ROSEVILLE, CA 95661916-773-5000capitalmarketspro.comLinkedIn1-10 employeesfinancial services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+24.1% from 2017

Total participants

0.0% from 2017

Average account balance

$221,359

+24.1% from 2017

Annual return

12.85%

-6.39 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$691K

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

$150

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$75

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

+20.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17440

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 codes2E2J3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$17K

$4284 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.548%

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

$221,359

$211,946+4.4%

$169,452+30.6%

$135,380+63.5%

Participation rate

100.0%

82.6%+17.4pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

12.85%

3.26%+9.6pp

1.83%+11.0pp

519.81%-507.0pp

Employer contribution / active EE

$20,529

$5,117+301.2%

$4,157+393.8%

$4,779+329.6%

Participant deferral / active EE

$4,500

$6,075-25.9%

$5,277-14.7%

$5,609-19.8%

Admin fee / account holder

$3,427

$11,472-70.1%

$9,110-62.4%

$10,828-68.4%

CAPITOL REALTY ADVISORS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITOL REALTY ADVISORS 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