Retirement plan

ZAROCZYNSKI AND ASSOCIATES

Name: ZAROCZYNSKI AND ASSOCIATES - ZAROCZYNSKI AND ASSOCIATES (2020) Form 5500
Creator: ZAROCZYNSKI AND ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZAROCZYNSKI AND ASSOCIATES, ZAROCZYNSKI AND ASSOCIATES

ZAROCZYNSKI AND ASSOCIATESEIN 20-1999869Plan #001PY 2020

465 STONE RD - ROCHESTER, NY 14616585-227-2230

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$163K

No prior year

Total participants

No prior year

Average account balance

$54,491

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 269 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort269 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$294K

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4500

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 codes2J2J2J2J2J2J2J2J2J2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$54,491

$102,338-46.8%

$158,982-65.7%

Participation rate

100.0%

71.6%+28.4pp

82.0%+18.0pp

Annual return

0.00%

36.22%-36.2pp

302.99%-303.0pp

Employer contribution / active EE

$3,757-100.0%

$4,763-100.0%

Participant deferral / active EE

$18,493

$4,842+281.9%

$5,983+209.1%

Admin fee / account holder

$2,896-100.0%

$11,252-100.0%

ZAROCZYNSKI AND ASSOCIATES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZAROCZYNSKI AND ASSOCIATES

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