Retirement plan

SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Name: SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. - SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. 401(K) RETIREMENT PLAN, SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC.

SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC.EIN 54-1122985Plan #002PY 2024

3711 SOUTH GEORGE MASON DRIVE - FALLS CHURCH, VA 22041703-578-4855LinkedIn11-50 employees

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$1.3M

+19.4% from 2022

Total participants

0.0% from 2022

Average account balance

$57,067

+19.4% from 2022

Annual return

23.69%

+49.65 pp from 2022

Benchmarks

See 20,049 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort20,049 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$57K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+23.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9944

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 codes2E2J2G3D

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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$219K

$12869 / participant

Other / not subdivided$219K100.0%

% of EOY assets

17.425%

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

$57,067

$211,224-73.0%

$178,505-68.0%

$145,897-60.9%

Participation rate

100.0%

80.8%+19.2pp

77.1%+22.9pp

80.3%+19.7pp

Annual return

23.69%

30.28%-6.6pp

27.16%-3.5pp

552.29%-528.6pp

Employer contribution / active EE

$883

$4,577-80.7%

$3,955-77.7%

$4,663-81.1%

Participant deferral / active EE

$920

$6,966-86.8%

$6,280-85.3%

$6,689-86.2%

Admin fee / account holder

$9,944

$12,109-17.9%

$10,428-4.6%

$13,390-25.7%

SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKYLINE HOUSE UNIT OWNERS ASSOCIATION, INC. 401(K) RETIREMENT 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