Retirement plan

ACTION AUTO REPAIR 401(K) PLAN

Name: TSZD INC. - ACTION AUTO REPAIR 401(K) PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$907K

+92.9% from 2019

Total participants

0.0% from 2019

Average account balance

$181,304

+131.5% from 2019

Annual return

79.78%

+42.81 pp from 2019

Benchmarks

See 271 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort271 peers

Snapshot2020

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$2582 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.424%

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

$181,304

$101,342+78.9%

$158,966+14.1%

Participation rate

80.0%

71.5%+8.5pp

82.0%-2.0pp

Annual return

79.78%

35.92%+43.9pp

302.95%-223.2pp

Employer contribution / active EE

$1,937

$3,741-48.2%

$4,762-59.3%

Participant deferral / active EE

$12,967

$4,815+169.3%

$5,983+116.7%

Admin fee / account holder

$2,582

$2,869-10.0%

$11,250-77.0%

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