Retirement plan

BLUE SKY SPORTS & ENTERTAINMENT, LLC 401K PLAN

Name: BLUE SKY SPORTS & ENTERTAINMENT, LL - BLUE SKY SPORTS & ENTERTAINMENT, LLC 401K PLAN (2018) Form 5500
Creator: BLUE SKY SPORTS & ENTERTAINMENT, LL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLUE SKY SPORTS & ENTERTAINMENT, LLC 401K PLAN, BLUE SKY SPORTS & ENTERTAINMENT, LL

BLUE SKY SPORTS & ENTERTAINMENT, LLEIN 32-0070017Plan #001PY 2018

150 WASHINGTON STREET - NORWELL, MA 02061877-253-9020blueskyse.comLinkedIn1-10 employeessports

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$315K

+0.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$62,993

-19.7% from 2017

Annual return

-6.32%

-24.67 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$928K

Not enough data

1 years with asset history on file

Average account balance

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

$232K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37K

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

+14.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$785

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 codes2E2F2G2J2T3B3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$824

$165 / participant

Other / not subdivided$824100.0%

% of EOY assets

0.262%

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

$62,993

$158,852-60.3%

$121,220-48.0%

$135,379-53.5%

Participation rate

40.0%

79.3%-39.3pp

71.8%-31.8pp

82.6%-42.6pp

Annual return

-6.32%

-0.64%-5.7pp

16.94%-23.3pp

519.79%-526.1pp

Employer contribution / active EE

$865

$5,666-84.7%

$4,023-78.5%

$4,779-81.9%

Participant deferral / active EE

$3,300

$4,006-17.6%

$3,345-1.4%

$5,609-41.2%

Admin fee / account holder

$165

$6,515-97.5%

$5,021-96.7%

$10,828-98.5%

BLUE SKY SPORTS & ENTERTAINMENT, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE SKY SPORTS & ENTERTAINMENT, LLC 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