Retirement plan

ZCOM 401K PLAN

Name: ZELLER CONSTRUCTION OF MARION, INC - ZCOM 401K PLAN (2018) Form 5500
Creator: ZELLER CONSTRUCTION OF MARION, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZCOM 401K PLAN, ZELLER CONSTRUCTION OF MARION, INC

ZELLER CONSTRUCTION OF MARION, INCEIN 27-0401807Plan #001PY 2018

11732 LONGSTREET ROAD - MARION, IL 62959618-997-3220LinkedIn1-10 employeesconstruction

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$94K

+36.4% from 2017

Total participants

+166.7% from 2017

Average account balance

$6,240

-54.5% from 2017

Annual return

8.58%

+1.35 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$604K

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

228.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+2.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$203

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$658

$41 / participant

Other / not subdivided$658100.0%

% of EOY assets

0.703%

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

$6,240

$97,732-93.6%

$83,831-92.6%

$135,380-95.4%

Participation rate

93.8%

80.0%+13.8pp

76.1%+17.6pp

82.6%+11.1pp

Annual return

8.58%

1287.56%-1279.0pp

850.99%-842.4pp

519.81%-511.2pp

Employer contribution / active EE

$1,090

$4,222-74.2%

$3,631-70.0%

$4,779-77.2%

Participant deferral / active EE

$102

$4,683-97.8%

$4,082-97.5%

$5,609-98.2%

Admin fee / account holder

$44

$6,675-99.3%

$5,479-99.2%

$10,828-99.6%

ZCOM 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZCOM 401K 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