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 (2021) 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 2021

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

-3.2% from 2020

Total participants

0.0% from 2020

Average account balance

$80,928

-3.2% from 2020

Annual return

8.37%

-22.04 pp from 2020

Benchmarks

See 17,099 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,099 peers

Snapshot2021

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

$307K

$15349 / participant

Other / not subdivided$307K100.0%

% of EOY assets

16.493%

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

$80,928

$227,597-64.4%

$189,575-57.3%

$167,536-51.7%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

8.37%

78.44%-70.1pp

64.19%-55.8pp

478.82%-470.4pp

Employer contribution / active EE

$2,200

$5,316-58.6%

$4,412-50.1%

$4,839-54.5%

Participant deferral / active EE

$2,036

$7,002-70.9%

$6,174-67.0%

$6,342-67.9%

Admin fee / account holder

$13,347

$11,877+12.4%

$9,806+36.1%

$12,315+8.4%

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