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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+35.1% from 2018

Total participants

-51.0% from 2018

Average account balance

$81,632

+46.9% from 2018

Annual return

30.67%

+29.03 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

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

1 tripped

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

$35K

$1515 / participant

Other / not subdivided$35K100.0%

% of EOY assets

1.856%

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

$81,632

$226,135-63.9%

$182,558-55.3%

$152,909-46.6%

Participation rate

91.3%

82.5%+8.8pp

78.0%+13.3pp

82.5%+8.8pp

Annual return

30.67%

192.60%-161.9pp

148.59%-117.9pp

345.46%-314.8pp

Employer contribution / active EE

$1,927

$4,979-61.3%

$4,076-52.7%

$4,764-59.5%

Participant deferral / active EE

$2,264

$6,371-64.5%

$5,526-59.0%

$5,851-61.3%

Admin fee / account holder

$1,515

$10,707-85.8%

$8,594-82.4%

$11,601-86.9%

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