Retirement plan

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

Name: SYSTEMS PLANNING AND ANALYSIS, INC. - SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST (2021) Form 5500
Creator: SYSTEMS PLANNING AND ANALYSIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST, SYSTEMS PLANNING AND ANALYSIS, INC.

SYSTEMS PLANNING AND ANALYSIS, INC.EIN 52-0956951Plan #002PY 2021

2001 N. BEAUREGARD STREET - ALEXANDRIA, VA 223111739703-931-3500spa.comLinkedIn1001-5000 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$259M

-2.3% from 2016

Total participants

1,202

-1.9% from 2016

Average account balance

$215,484

-0.2% from 2016

Annual return

17.67%

-6.47 pp from 2016

Benchmarks

See 2,991 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,991 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$428.32M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

3,092

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+25.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$88

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143	Advisory (Plan)	$52,904
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,653

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$61K

$92 / participant

Other / not subdivided$61K100.0%

% of EOY assets

0.023%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP, PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$215,484

$104,336+106.5%

$159,495+35.1%

$86,828+148.2%

Participation rate

100.0%

77.7%+22.3pp

82.8%+17.2pp

72.3%+27.7pp

Annual return

17.67%

26.32%-8.7pp

263.72%-246.1pp

97.95%-80.3pp

Employer contribution / active EE

$8,646

$3,451+150.5%

$4,831+79.0%

$2,406+259.3%

Participant deferral / active EE

$13,260

$6,837+93.9%

$7,354+80.3%

$4,132+220.9%

Admin fee / account holder

$50

$172-70.7%

$10,804-99.5%

$170-70.2%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC4 years

Filed as: CAPTRUST

Service code 27 · EIN 26-0058143

Advisory (Plan)

$52,904

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,653

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

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