Retirement plan

SKM SYSTEMS ANALYSIS, INC. 401(K) PROFIT SHARING PLAN

Name: SKM SYSTEMS ANALYSIS, INC. - SKM SYSTEMS ANALYSIS, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: SKM SYSTEMS ANALYSIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKM SYSTEMS ANALYSIS, INC. 401(K) PROFIT SHARING PLAN, SKM SYSTEMS ANALYSIS, INC.

SKM SYSTEMS ANALYSIS, INC.EIN 95-2771201Plan #001PY 2015

1 PEARL STREET - REDONDO BEACH, CA 90277310-698-4700skm.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$116,682

No prior year

Annual return

-11.06%

No prior year

Benchmarks

See 103,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,909 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.56M

Not enough data

1 years with asset history on file

Average account balance

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

$445K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$274K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+9.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$524

$26 / participant

Other / not subdivided$524100.0%

% of EOY assets

0.022%

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

$116,682

$127,387-8.4%

$115,038+1.4%

$125,389-6.9%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-11.06%

31.28%-42.3pp

26.14%-37.2pp

282.24%-293.3pp

Employer contribution / active EE

$7,877

$5,166+52.5%

$4,608+70.9%

$4,866+61.9%

Participant deferral / active EE

$4,290

$6,423-33.2%

$6,026-28.8%

$5,352-19.8%

Admin fee / account holder

$26

$9,516-99.7%

$8,175-99.7%

$9,541-99.7%

SKM SYSTEMS ANALYSIS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKM SYSTEMS ANALYSIS, INC. 401(K) PROFIT SHARING 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