Retirement plan

JESSICA K. ZATROCH, D.D.S., INC. 401(K) 401(K) PROFIT SHARING PLAN & TRUST

Name: JESSICA K. ZATROCH, D.D.S. INC. - JESSICA K. ZATROCH, D.D.S., INC. 401(K) 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: JESSICA K. ZATROCH, D.D.S. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESSICA K. ZATROCH, D.D.S., INC. 401(K) 401(K) PROFIT SHARING PLAN & TRUST, JESSICA K. ZATROCH, D.D.S. INC.

JESSICA K. ZATROCH, D.D.S. INC.EIN 30-0008833Plan #002PY 2020

35040 CHARDON ROAD, STE 100 - WILLOUGHBY HILLS, OH 44094440-951-9966

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.7M

+7.8% from 2019

Total participants

-12.5% from 2019

Average account balance

$245,688

+23.3% from 2019

Annual return

5.33%

-2.40 pp from 2019

Benchmarks

See 102,091 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort102,091 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4049

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 codes2E2T2J3D

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$949

$190 / participant

Other / not subdivided$949100.0%

% of EOY assets

0.055%

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

$245,688

$209,422+17.3%

$178,503+37.6%

$158,982+54.5%

Participation rate

100.0%

86.4%+13.6pp

81.9%+18.1pp

82.0%+18.0pp

Annual return

5.33%

188.81%-183.5pp

151.12%-145.8pp

302.99%-297.7pp

Employer contribution / active EE

$1,691

$5,707-70.4%

$5,011-66.2%

$4,763-64.5%

Participant deferral / active EE

$6,537

$5,955+9.8%

$5,202+25.7%

$5,983+9.3%

Admin fee / account holder

$136

$17,079-99.2%

$13,987-99.0%

$11,252-98.8%

JESSICA K. ZATROCH, D.D.S., INC. 401(K) 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESSICA K. ZATROCH, D.D.S., INC. 401(K) 401(K) PROFIT SHARING PLAN & TRUST

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