Retirement plan

ZOCDOC RETIREMENT SAVINGS PLAN

Name: ZOCDOC, INC. - ZOCDOC RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: ZOCDOC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZOCDOC RETIREMENT SAVINGS PLAN, ZOCDOC, INC.

ZOCDOC, INC.EIN 26-0971827Plan #001PY 2024

568 BROADWAY, 9TH FLOOR - NEWYORK, NY 10012646-583-7838zocdoc.comLinkedIn501-1000 employeescomputer software

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$60M

+34.7% from 2023

Total participants

1,109

+24.5% from 2023

Average account balance

$58,643

+3.7% from 2023

Annual return

22.08%

-7.32 pp from 2023

Benchmarks

See 1,550 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,550 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.99M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

1,023

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.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+22.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$120

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$102,218
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 16 · EIN 06-1397347	Consulting	$16,547

Plan features & details

Pension benefit codes2J2K2T2E2F2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$122K

$189 / participant

Recordkeeping$102K83.5%
Other / not subdivided$20K16.5%

% of EOY assets

0.204%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA,P.C.
Auditor EIN: 135381590
Audit fees: $3,621
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,643

$129,095-54.6%

$184,200-68.2%

$77,671-24.5%

Participation rate

86.7%

87.3%-0.6pp

86.8%-0.1pp

70.6%+16.1pp

Annual return

22.08%

33.29%-11.2pp

28.80%-6.7pp

31.21%-9.1pp

Employer contribution / active EE

$2,521

$4,410-42.8%

$6,424-60.8%

$2,726-7.6%

Participant deferral / active EE

$11,023

$7,300+51.0%

$9,132+20.7%

$4,648+137.2%

Admin fee / account holder

$120

$256-53.2%

$13,907-99.1%

$430-72.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$102,218

USI CONSULTING GROUP1 year

Filed as: USI ADVISORS, INC

Service code 16 · EIN 06-1397347

Consulting

$16,547

ZOCDOC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZOCDOC RETIREMENT SAVINGS 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