Retirement plan

LP CREATIVE STUDIO 401(K) PLAN

Name: LP CREATIVE STUDIO - LP CREATIVE STUDIO 401(K) PLAN (2020) Form 5500
Creator: LP CREATIVE STUDIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LP CREATIVE STUDIO 401(K) PLAN, LP CREATIVE STUDIO

LP CREATIVE STUDIOEIN 47-4111481Plan #001PY 2020

7001 MICHIGAN AVENUE - ST. LOUIS, MO 63116636-357-2762

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$126K

+145.6% from 2019

Total participants

0.0% from 2019

Average account balance

$31,621

+145.6% from 2019

Annual return

40.56%

+40.56 pp from 2019

Benchmarks

See 9,165 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,165 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+20.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$149

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 codes2E2J2F2G3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$80

$20 / participant

Other / not subdivided$80100.0%

% of EOY assets

0.063%

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

$31,621

$115,911-72.7%

$100,530-68.5%

$158,950-80.1%

Participation rate

100.0%

81.6%+18.4pp

79.4%+20.6pp

82.0%+18.0pp

Annual return

40.56%

34.80%+5.8pp

30.89%+9.7pp

302.91%-262.4pp

Employer contribution / active EE

$3,987

$4,104-2.9%

$3,418+16.6%

$4,762-16.3%

Participant deferral / active EE

$9,538

$6,676+42.9%

$6,271+52.1%

$5,983+59.4%

Admin fee / account holder

$20

$10,999-99.8%

$8,083-99.8%

$11,248-99.8%

LP CREATIVE STUDIO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LP CREATIVE STUDIO 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