Retirement plan

2XD PRODUCTIONS LLC 401(K) PROFIT SHARING PLAN

Name: 2XD PRODUCTIONS LLC - 2XD PRODUCTIONS LLC 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: 2XD PRODUCTIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 2XD PRODUCTIONS LLC 401(K) PROFIT SHARING PLAN, 2XD PRODUCTIONS LLC

2XD PRODUCTIONS LLCEIN 46-3104068Plan #001PY 2019

1389 CENTER DR., SUITE 200 - PARK CITY, UT 84098808-844-1235LinkedIn1-10 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$784K

+22.2% from 2018

Total participants

0.0% from 2018

Average account balance

$156,796

+22.2% from 2018

Annual return

12.00%

+18.96 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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)

$208K

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.

100.0%

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

+13.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$775

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$4K

$759 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.484%

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

$156,796

$176,688-11.3%

$130,660+20.0%

$152,897+2.6%

Participation rate

100.0%

79.0%+21.0pp

71.7%+28.3pp

82.5%+17.5pp

Annual return

12.00%

2693.08%-2681.1pp

1709.29%-1697.3pp

345.43%-333.4pp

Employer contribution / active EE

$4,062

$5,743-29.3%

$4,092-0.7%

$4,764-14.7%

Participant deferral / active EE

$9,000

$4,362+106.3%

$3,603+149.8%

$5,851+53.8%

Admin fee / account holder

$759

$7,131-89.4%

$5,463-86.1%

$11,599-93.5%

2XD PRODUCTIONS LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

2XD PRODUCTIONS LLC 401(K) PROFIT SHARING 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