Retirement plan

ZERO9 SOLUTIONS 401(K) PLAN

Name: ZERO9 SOLUTIONS LTD - ZERO9 SOLUTIONS 401(K) PLAN (2024) Form 5500
Creator: ZERO9 SOLUTIONS LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZERO9 SOLUTIONS 401(K) PLAN, ZERO9 SOLUTIONS LTD

ZERO9 SOLUTIONS LTDEIN 46-5488940Plan #001PY 2024

49300 COOPER FOSTER PARK ROAD - AMHERST, OH 44001216-701-1924

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$198K

+34.9% from 2023

Total participants

+50.0% from 2023

Average account balance

$22,025

-10.1% from 2023

Annual return

16.76%

-15.68 pp from 2023

Benchmarks

See 10,342 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$198K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.76%

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$22,025

$109,908-80.0%

$97,161-77.3%

$145,978-84.9%

Participation rate

100.0%

75.9%+24.1pp

72.7%+27.3pp

80.3%+19.7pp

Annual return

16.76%

243.80%-227.0pp

75.36%-58.6pp

550.52%-533.8pp

Employer contribution / active EE

$1,630

$3,077-47.0%

$2,723-40.2%

$4,662-65.0%

Participant deferral / active EE

$1,706

$4,679-63.5%

$4,265-60.0%

$6,690-74.5%

Admin fee / account holder

$6,213-100.0%

$5,647-100.0%

$13,400-100.0%

ZERO9 SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZERO9 SOLUTIONS 401(K) PLAN

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