Retirement plan

STX FINANCING, LLC. 401(K) PLAN

Name: STX FINANCING, LLC. - STX FINANCING, LLC. 401(K) PLAN (2018) Form 5500
Creator: STX FINANCING, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STX FINANCING, LLC. 401(K) PLAN, STX FINANCING, LLC.

STX FINANCING, LLC.EIN 46-4870143Plan #001PY 2018

3900 WEST ALAMEDA AVE., FLOOR 32ND - BURBANK, CA 91505310-742-2300LinkedIn51-200 employeesmotion pictures and film

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$3M

+42.5% from 2017

Total participants

161

+13.4% from 2017

Average account balance

$32,165

+21.1% from 2017

Annual return

8.79%

-126.46 pp from 2017

Benchmarks

See 865 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort865 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.52M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

280.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$564K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+13.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22627

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$14 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.066%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,165

$61,214-47.5%

$83,322-61.4%

$56,287-42.9%

Participation rate

53.4%

72.6%-19.2pp

77.8%-24.3pp

69.9%-16.4pp

Annual return

8.79%

0.42%+8.4pp

10.64%-1.9pp

-9.96%+18.7pp

Employer contribution / active EE

$1,925-100.0%

$3,379-100.0%

$2,111-100.0%

Participant deferral / active EE

$5,713

$5,091+12.2%

$5,565+2.7%

$3,350+70.6%

Admin fee / account holder

$21

$512-95.8%

$7,540-99.7%

$521-95.9%

STX FINANCING, LLC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STX FINANCING, LLC. 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