Retirement plan

CFM MANAGEMENT SERVICES - SKYL 401 K PROFIT SHARING PLAN TRUST

Name: CFM MANAGEMENT SERVICES - SKYL - CFM MANAGEMENT SERVICES - SKYL 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: CFM MANAGEMENT SERVICES - SKYL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CFM MANAGEMENT SERVICES - SKYL 401 K PROFIT SHARING PLAN TRUST, CFM MANAGEMENT SERVICES - SKYL

CFM MANAGEMENT SERVICES - SKYLEIN 54-1195317Plan #002PY 2017

5250 CHEROKEE AVE., SUITE 100 - ALEXANDRIA, VA 22312703-941-0818

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$669K

+45723.5% from 2016

Total participants

+22.2% from 2016

Average account balance

$23,910

+14629.0% from 2016

Annual return

42295.48%

+42295.48 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$952K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

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

+9.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3098

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$143 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.598%

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

$23,910

$62,672-61.8%

$185,117-87.1%

$70,126-65.9%

Participation rate

82.1%

63.8%+18.4pp

77.3%+4.9pp

69.5%+12.6pp

Annual return

42295.48%

40.79%+42254.7pp

40.50%+42255.0pp

73.15%+42222.3pp

Employer contribution / active EE

$1,350

$1,753-23.0%

$4,182-67.7%

$2,343-42.4%

Participant deferral / active EE

$461

$3,272-85.9%

$5,045-90.9%

$3,332-86.2%

Admin fee / account holder

$143

$3,932-96.4%

$8,159-98.2%

$4,645-96.9%

CFM MANAGEMENT SERVICES - SKYL 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CFM MANAGEMENT SERVICES - SKYL 401 K 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