Retirement plan

DRAMATIC RESULTS 401(K) PLAN

Name: DRAMATIC RESULTS - DRAMATIC RESULTS 401(K) PLAN (2022) Form 5500
Creator: DRAMATIC RESULTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRAMATIC RESULTS 401(K) PLAN, DRAMATIC RESULTS

DRAMATIC RESULTSEIN 33-0515302Plan #001PY 2022

3310 LIME AVENUE - SIGNAL HILL, CA 90755562-595-4600dramatic-results.comLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$77K

+3.0% from 2021

Total participants

-21.7% from 2021

Average account balance

$7,023

+12.4% from 2021

Annual return

-17.99%

-25.76 pp from 2021

Benchmarks

See 6,939 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,939 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$145K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$741

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

+19.70%

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 codes2E2F2G2J2T3D

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.
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.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$193 / participant

Other / not subdivided$2K100.0%

% of EOY assets

2.994%

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

$7,023

$67,352-89.6%

$60,899-88.5%

$134,509-94.8%

Participation rate

41.7%

76.2%-34.5pp

73.1%-31.4pp

81.2%-39.6pp

Annual return

-17.99%

49.99%-68.0pp

16.92%-34.9pp

418.13%-436.1pp

Employer contribution / active EE

$647

$3,098-79.1%

$2,702-76.1%

$4,741-86.3%

Participant deferral / active EE

$858

$4,539-81.1%

$3,817-77.5%

$6,400-86.6%

Admin fee / account holder

$210

$4,585-95.4%

$3,225-93.5%

$11,427-98.2%

DRAMATIC RESULTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRAMATIC RESULTS 401(K) 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