Retirement plan

CAPITAL REALTY ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Name: CAPITAL REALTY ADVISORS, INC. - CAPITAL REALTY ADVISORS, INC. 401(K) PROFIT SHARING PLAN (2021) Form 5500
Creator: CAPITAL REALTY ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL REALTY ADVISORS, INC. 401(K) PROFIT SHARING PLAN, CAPITAL REALTY ADVISORS, INC.

CAPITAL REALTY ADVISORS, INC.EIN 68-0067282Plan #001PY 2021

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.5M

+14.3% from 2020

Total participants

-16.7% from 2020

Average account balance

$304,636

+37.2% from 2020

Annual return

21.54%

+1.08 pp from 2020

Benchmarks

See 17,102 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,102 peers

Snapshot2021

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$168K

$55978 / participant

Other / not subdivided$168K100.0%

% of EOY assets

11.025%

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

$304,636

$227,566+33.9%

$189,558+60.7%

$167,518+81.9%

Participation rate

100.0%

82.5%+17.5pp

78.5%+21.5pp

82.1%+17.9pp

Annual return

21.54%

78.43%-56.9pp

64.19%-42.6pp

478.71%-457.2pp

Employer contribution / active EE

$6,184

$5,316+16.3%

$4,412+40.2%

$4,838+27.8%

Participant deferral / active EE

$8,667

$7,002+23.8%

$6,174+40.4%

$6,342+36.7%

Admin fee / account holder

$33,587

$11,881+182.7%

$9,809+242.4%

$12,312+172.8%

CAPITAL REALTY ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL REALTY ADVISORS, 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