Overview

Plan Rating

BrightScope Rating
92
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (79)
Highest in Peer Group (92)

Plan Description

Zeta Associates Incorporated Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 92, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Zeta Associates Incorporated Profit Sharing Plan currently has over 400 active participants and over $217.8M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 10302 Eaton Place, Suite 500
  • Location
    Fairfax , VA
  • 22030
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Sue Suk
  • Net Plan Assets
    $218,000,000
  • Total Participants
    440
  • Avg Account Balance
    $500,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

51

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 21%
10%
Fidelity BrokerageLink Account 15%
N/A
Fidelity Contrafund 8%
52%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Behrens & Banks, P.C.