Retirement plan

ACTION AUTO REPAIR 401(K) PLAN

Name: TSZD INC. - ACTION AUTO REPAIR 401(K) PLAN (2019) Form 5500
Creator: TSZD INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTION AUTO REPAIR 401(K) PLAN, TSZD INC.

TSZD INC.dba DBA ACTION AUTO REPAIREIN 82-3803655Plan #001PY 2019

2618 WEST DEER VALLEY ROAD - PHOENIX, AZ 85027623-582-2982

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$470K

+63.7% from 2018

Total participants

-14.3% from 2018

Average account balance

$78,325

+63.7% from 2018

Annual return

36.97%

+36.97 pp from 2018

Benchmarks

See 334 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort334 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26343

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 codes2J

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$729

$122 / participant

Other / not subdivided$729100.0%

% of EOY assets

0.155%

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

$78,325

$66,223+18.3%

$152,897-48.8%

Participation rate

100.0%

72.4%+27.6pp

82.5%+17.5pp

Annual return

36.97%

27.69%+9.3pp

345.43%-308.5pp

Employer contribution / active EE

$2,242

$2,777-19.3%

$4,764-52.9%

Participant deferral / active EE

$10,560

$4,140+155.1%

$5,851+80.5%

Admin fee / account holder

$122

$4,664-97.4%

$11,599-99.0%

ACTION AUTO REPAIR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACTION AUTO REPAIR 401(K) 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