Plan Ledger DOL Form 5500 · updated monthly

Capitol Companies, Inc.401(k)

CAPITOL COMPANIES RETIREMENT SAVINGS PLAN · BATON ROUGE, LA · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Capitol Companies, Inc. reported $1,825 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $239 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Louisiana (740th of 884), and 714th of 786 in management of companies. In 2022, employees put in $10.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,340,730
Participants with balances83
Active participants63
Employer contributions$15,080
Employee contributions$151,600
Employer contribution per active participant$239
Average account balance$28,202
Benefits paid to participants$272,330
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,825
Total administrative$1,825
The Capitol Companies, Inc. 401(k) match · 2022
Employer contribution per active participant$239
Median for plans this size$1,114

Capitol Companies, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,825 · 0.07%
Similar plansManagement of Companies · Louisiana
Crest Industries, LLC LA$68.2M · 0.09%
Sabine, Bancshares, Inc. LA$20.1M · 0.06%
The Powell Group, L.L.C. LA$9.7M · 0.07%
Tmc, Inc. LA$7.8M · 0.07%
Dynacq Healthcare, Inc. TX$2.4M · 0.14%
Joy Holdings, LTD. TX$2.4M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720644147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.