Retirement plan

SCHOOLER ASSET MANAGEMENT 401(K) PLAN

Name: SCHOOLER ASSET MANAGEMENT, L.C. - SCHOOLER ASSET MANAGEMENT 401(K) PLAN (2020) Form 5500
Creator: SCHOOLER ASSET MANAGEMENT, L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHOOLER ASSET MANAGEMENT 401(K) PLAN, SCHOOLER ASSET MANAGEMENT, L.C.

SCHOOLER ASSET MANAGEMENT, L.C.EIN 52-1965474Plan #001PY 2020

4905 DEL RAY AVENUE, SUITE 200 - BETHESDA, MD 20814301-656-1956

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.3M

+31.4% from 2019

Total participants

+50.0% from 2019

Average account balance

$191,260

+12.7% from 2019

Annual return

23.47%

-2.41 pp from 2019

Benchmarks

See 16,000 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,000 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$382K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+0.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1478

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$191,260

$228,395-16.3%

$185,861+2.9%

$158,982+20.3%

Participation rate

37.5%

82.3%-44.8pp

78.0%-40.5pp

82.0%-44.5pp

Annual return

23.47%

40.82%-17.3pp

35.96%-12.5pp

302.99%-279.5pp

Employer contribution / active EE

$4,968-100.0%

$4,088-100.0%

$4,763-100.0%

Participant deferral / active EE

$10,129

$6,417+57.8%

$5,634+79.8%

$5,983+69.3%

Admin fee / account holder

$11,869-100.0%

$9,503-100.0%

$11,252-100.0%

SCHOOLER ASSET MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SCHOOLER ASSET MANAGEMENT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion