Retirement plan

BENUCCIS PROFIT SHARING PLAN

Name: ZOES MARKET DBA BENUCCIS - BENUCCIS PROFIT SHARING PLAN (2016) Form 5500
Creator: ZOES MARKET DBA BENUCCIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENUCCIS PROFIT SHARING PLAN, ZOES MARKET DBA BENUCCIS

ZOES MARKET DBA BENUCCISEIN 16-1185577Plan #002PY 2016

3349 MONROE AVENUE - ROCHESTER, NY 14618585-264-1300

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$247K

No prior year

Total participants

No prior year

Average account balance

$61,636

No prior year

Annual return

4.12%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

+0.94%

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 codes2E2F2G2J3D

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

1 tripped

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

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

$61,636

$103,949-40.7%

$69,182-10.9%

$273,972-77.5%

Participation rate

57.1%

67.4%-10.2pp

55.1%+2.0pp

83.0%-25.9pp

Annual return

4.12%

35.28%-31.2pp

-21.93%+26.1pp

41.46%-37.3pp

Employer contribution / active EE

$1,783-100.0%

$1,206-100.0%

$4,869-100.0%

Participant deferral / active EE

$557

$2,716-79.5%

$1,897-70.6%

$5,287-89.5%

Admin fee / account holder

$3,671-100.0%

$2,697-100.0%

$10,133-100.0%

BENUCCIS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BENUCCIS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion