Retirement plan

BALLET DYNAMICS INC SELF EMPLOYED 401K PLAN

Name: BALLET DYNAMICS, INC. - BALLET DYNAMICS INC SELF EMPLOYED 401K PLAN (2020) Form 5500
Creator: BALLET DYNAMICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALLET DYNAMICS INC SELF EMPLOYED 401K PLAN, BALLET DYNAMICS, INC.

BALLET DYNAMICS, INC.EIN 13-3809643Plan #001PY 2020

119 WEST 72ND STREET PMB 353 - NEW YORK, NY 100230014212-721-6748balletdynamics.comLinkedIn1-10 employeessports

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$689K

+18.5% from 2019

Total participants

0.0% from 2019

Average account balance

No prior year

Annual return

24.14%

+4.82 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

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

$416K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$56K

$28218 / participant

Other / not subdivided$56K100.0%

% of EOY assets

8.189%

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

$176,402-100.0%

$134,162-100.0%

$158,982-100.0%

Participation rate

0.0%

78.7%-78.7pp

72.2%-72.2pp

82.0%-82.0pp

Annual return

24.14%

63.66%-39.5pp

36.35%-12.2pp

302.99%-278.9pp

Employer contribution / active EE

$7,500

$5,042+48.7%

$3,705+102.4%

$4,763+57.5%

Participant deferral / active EE

$4,093-100.0%

$3,500-100.0%

$5,983-100.0%

Admin fee / account holder

$8,719-100.0%

$6,685-100.0%

$11,252-100.0%

BALLET DYNAMICS INC SELF EMPLOYED 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BALLET DYNAMICS INC SELF EMPLOYED 401K 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