Retirement plan

STUDIO O PLUS A EMPLOYEES' 401(K) SAVINGS PLAN

Name: STUDIO O PLUS A - STUDIO O PLUS A EMPLOYEES' 401(K) SAVINGS PLAN (2019) Form 5500
Creator: STUDIO O PLUS A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUDIO O PLUS A EMPLOYEES' 401(K) SAVINGS PLAN, STUDIO O PLUS A

STUDIO O PLUS AEIN 26-0030640Plan #002PY 2019

452 TEHAMA STREET - SAN FRANCISCO, CA 94103415-908-1880

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

+30.5% from 2018

Total participants

+16.7% from 2018

Average account balance

$74,721

+15.3% from 2018

Annual return

22.72%

+29.39 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.25M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

450.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28202

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 codes2E2F2G2J3D

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.
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

$55K

$2028 / participant

Other / not subdivided$55K100.0%

% of EOY assets

1.704%

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

$74,721

$89,370-16.4%

$141,197-47.1%

$72,976+2.4%

Participation rate

77.8%

75.1%+2.6pp

82.5%-4.7pp

69.5%+8.3pp

Annual return

22.72%

111.88%-89.2pp

71.41%-48.7pp

81.02%-58.3pp

Employer contribution / active EE

$2,761

$3,115-11.4%

$4,736-41.7%

$2,440+13.1%

Participant deferral / active EE

$6,197

$5,419+14.4%

$6,710-7.6%

$3,608+71.8%

Admin fee / account holder

$1,274

$5,957-78.6%

$10,265-87.6%

$5,124-75.1%

STUDIO O PLUS A EMPLOYEES' 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUDIO O PLUS A EMPLOYEES' 401(K) SAVINGS 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