Retirement plan

SKYUNION 401(K) PLAN

Name: SKY UNION, LLC - SKYUNION 401(K) PLAN (2017) Form 5500
Creator: SKY UNION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKYUNION 401(K) PLAN, SKY UNION, LLC

SKY UNION, LLCEIN 20-3678848Plan #001PY 2017

161 MISSION FALLS LN STE 100 - FREMONT, CA 945397833408-796-1848

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$883K

+32.5% from 2016

Total participants

+17.2% from 2016

Average account balance

$25,959

+13.0% from 2016

Annual return

3.00%

+1.30 pp from 2016

Benchmarks

See 2,903 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

487.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+3.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3083

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$98 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.376%

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

$25,959

$64,359-59.7%

$90,161-71.2%

$70,124-63.0%

Participation rate

100.0%

70.4%+29.6pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

3.00%

28.13%-25.1pp

34.89%-31.9pp

73.14%-70.1pp

Employer contribution / active EE

$2,971

$2,046+45.2%

$3,318-10.5%

$2,342+26.8%

Participant deferral / active EE

$2,908

$4,389-33.7%

$5,287-45.0%

$3,332-12.7%

Admin fee / account holder

$98

$3,945-97.5%

$5,943-98.4%

$4,645-97.9%

SKYUNION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKYUNION 401(K) 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