ZERTO RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of ZERTO RETIREMENT PLAN is $18,279,764.This plan was established in 2019.

At the end of 2022, the total number of retirement plan participants in ZERTO RETIREMENT PLAN is 218

In 2022, the average participant retirement account value for ZERTO RETIREMENT PLAN is $83,852

In 2022, the estimated average employee contribution amount per participant for ZERTO RETIREMENT PLAN is $6,804

In 2022, the estimated average employer match for an employee in ZERTO RETIREMENT PLAN is approximately $2,039

In 2022, ZERTO RETIREMENT PLAN allocates $444,617 to match its employees’ contributions, providing an employer match rate of 21.53% of their contributions

In 2022, the total retirement plan asset growth rate of ZERTO RETIREMENT PLAN is 0.00%

In 2022, the estimated aggregate retirement account investment gain/loss for ZERTO RETIREMENT PLAN is 137.89%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZERTO RETIREMENT PLAN is 0.08%.

Enrollment Features

ZERTO RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.