Retirement plan

BENUCCIS PROFIT SHARING PLAN

Name: ZOES MARKET DBA BENUCCIS - BENUCCIS PROFIT SHARING PLAN (2019) 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 2019

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$518K

+35.6% from 2018

Total participants

-12.5% from 2018

Average account balance

$129,396

+35.6% from 2018

Annual return

20.64%

+24.23 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$215

$15 / participant

Other / not subdivided$215100.0%

% of EOY assets

0.042%

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

$129,396

$108,695+19.0%

$74,722+73.2%

$152,897-15.4%

Participation rate

28.6%

65.4%-36.8pp

54.5%-25.9pp

82.5%-53.9pp

Annual return

20.64%

114.11%-93.5pp

753.11%-732.5pp

345.43%-324.8pp

Employer contribution / active EE

$813

$1,504-45.9%

$1,084-25.0%

$4,764-82.9%

Participant deferral / active EE

$3,271

$2,712+20.6%

$1,963+66.6%

$5,851-44.1%

Admin fee / account holder

$54

$4,906-98.9%

$3,335-98.4%

$11,599-99.5%

BENUCCIS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BENUCCIS 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