Retirement plan

STUDIO NUMBER ONE 401(K) PLAN

Name: STUDIO NUMBER ONE, INC. - STUDIO NUMBER ONE 401(K) PLAN (2021) Form 5500
Creator: STUDIO NUMBER ONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUDIO NUMBER ONE 401(K) PLAN, STUDIO NUMBER ONE, INC.

STUDIO NUMBER ONE, INC.EIN 75-3126357Plan #001PY 2021

1331 W. SUNSET BLVD - LOS ANGELES, CA 900264424213-213-0070studionumberone.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.2M

+46.7% from 2020

Total participants

+8.0% from 2020

Average account balance

$60,583

+39.0% from 2020

Annual return

17.08%

-1.10 pp from 2020

Benchmarks

See 27,000 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,000 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$256K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7926

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$183 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.414%

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

$60,583

$105,210-42.4%

$159,487-62.0%

$85,851-29.4%

Participation rate

69.2%

75.8%-6.6pp

82.8%-13.6pp

69.3%-0.1pp

Annual return

17.08%

45.08%-28.0pp

263.71%-246.6pp

318.63%-301.6pp

Employer contribution / active EE

$3,023

$3,319-8.9%

$4,831-37.4%

$2,565+17.8%

Participant deferral / active EE

$5,912

$5,946-0.6%

$7,354-19.6%

$3,952+49.6%

Admin fee / account holder

$251

$6,934-96.4%

$10,804-97.7%

$6,261-96.0%

STUDIO NUMBER ONE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUDIO NUMBER ONE 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