Systems Planning and Analysis, Inc.
Form 5500 DataOverview
Plan Description
Systems Planning and Analysis, Inc. Profit Sharing Plan Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Systems Planning and Analysis, Inc. Profit Sharing Plan Trust currently has over 700 active participants and over $133.4M in plan assets.
Did you know?
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (86) and the top rated plan (93) could equate to:
6
Additional years of work
103,269
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?
Plan Details
Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2001 N. Beauregard Street
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2001 N. Beauregard Street
-
LocationAlexandria , VA22311-1739
-
IndustryEngineering Services
-
Net Plan Assets$133,000,000
-
Total Participants720
-
Avg Account Balance$190,000
Plan Components
Component Ratings
Design
Total Plan Cost:
Low Fees
Company Generosity:
Great
Performance
Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great
Design
Total Plan Cost:
Average Fees
Company Generosity:
Great
Performance
Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great
Peer Group Plans
Company | Rating |
---|---|
Jacobs Engineering Group | 83.4 |
Carollo Engineers | 80.8 |
Barr Engineering Co. | 80.6 |
SSOE | 79.5 |
T.Y. Lin International | 78.9 |
Skidmore, Owings & Merrill LLP | 76.4 |
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
Fidelity Contrafund | 19% |
32%
|
Fidelity Freedom K | 17% |
N/A
|
Fidelity OTC | 7% |
22%
|
|
100%
|
|
|
100%
|
|
|
100%
|
|
|
100%
|
View all funds in this plan
Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Insights
See more articles*Articles are published by advisors without compensation
Why Do Investment Expenses Matter?
Ryan Alfred
Popular Questions
See more questions-
How much money do I need to retire?5 answers5answers
-
Should I purchase an Annuity for my retirement?5 answers5answers
-
I have 100% of my retirement money in a target date fund. Do you consider that diversified enough or not?17 answers17answers
-
As a young professional starting a new career, what would you recommend a Roth IRA or IRA?10 answers10answers
-
Do I need to repay the 10k loan from my IRA tha I will use to purchase a home as a first time home owner?2 answers2answers
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question
