Retirement plan

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN

Name: ZIRCONIUM RESEARCH CORP - ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: ZIRCONIUM RESEARCH CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN, ZIRCONIUM RESEARCH CORP

ZIRCONIUM RESEARCH CORPEIN 91-1754234Plan #001PY 2019

PO BOX 160 - PHILOMATH, OR 97370541-967-9005zirconiumresearch.comLinkedIn11-50 employeesmining & metals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$118K

+88.4% from 2018

Total participants

-16.7% from 2018

Average account balance

$23,525

+126.1% from 2018

Annual return

17.86%

+33.48 pp from 2018

Benchmarks

See 21,381 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,381 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$584K

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.74%

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 codes2E2F2J2R3D

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).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$475

$95 / participant

Other / not subdivided$475100.0%

% of EOY assets

0.404%

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

$23,525

$103,387-77.2%

$87,102-73.0%

$152,885-84.6%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

17.86%

28.10%-10.2pp

28.19%-10.3pp

345.39%-327.5pp

Employer contribution / active EE

$1,008

$3,221-68.7%

$2,521-60.0%

$4,763-78.8%

Participant deferral / active EE

$7,899

$4,778+65.3%

$4,048+95.1%

$5,851+35.0%

Admin fee / account holder

$95

$12,193-99.2%

$7,491-98.7%

$11,598-99.2%

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIRCONIUM RESEARCH CORP 401(K) PROFIT SHARING 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