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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$3.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+22.6% from 2016

Total participants

+4.8% from 2016

Average account balance

$165,556

+17.0% from 2016

Annual return

15.99%

+0.28 pp from 2016

Benchmarks

See 114,326 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,326 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.04M

Not enough data

1 years with asset history on file

Average account balance

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

$532K

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.

141.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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

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

$105K

$4987 / participant

Other / not subdivided$105K100.0%

% of EOY assets

2.875%

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

$165,556

$150,445+10.0%

$136,297+21.5%

$147,585+12.2%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

15.99%

1049.14%-1033.1pp

5156.16%-5140.2pp

578.57%-562.6pp

Employer contribution / active EE

$7,740

$5,256+47.3%

$4,696+64.8%

$4,876+58.7%

Participant deferral / active EE

$6,586

$6,631-0.7%

$6,247+5.4%

$5,439+21.1%

Admin fee / account holder

$4,760

$10,906-56.4%

$9,244-48.5%

$10,885-56.3%

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