Plan Ledger DOL Form 5500 · updated monthly

Zulily, LLC401(k)

QURATE RETAIL GROUP 401(K) RETIREMENT SAVINGS PLAN FOR ZULILY · WEST CHESTER, PA · plan year 2022

Reported admin expense ratio · 2022
0.31%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Zulily, LLC reported $259,230 in plan administrative expenses for 2022: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,213 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other retail trade employers. By assets it is the 588th-largest of 3,651 plans among Pennsylvania employers on file, and the 471st of 5,215 in retail trade. In 2022, employees put in $4.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,903,841
Participants with balances3,124
Active participants1,948
Employer contributions$2,363,120
Employee contributions$11,353,119
Employer contribution per active participant$1,213
Average account balance$24,297
Benefits paid to participants$10,625,088
Plan auditUnmodified (clean) audit opinion
The Zulily, LLC 401(k) match · 2022
Employer contribution per active participant$1,213
Median for plans this size$3,449

Zulily, LLC's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$259,230 · 0.31%
Similar plansRetail Trade · Pennsylvania
Five Below, Inc. PA$87.8M · 0.35%
Hunter Services, LLC PA$85.8M · 0.26%
Cochran Motors, Inc. PA$77.7M · 0.38%
Redners Markets, Inc. PA$74.8M · 0.12%
Piazza Management Company PA$72.8M · 0.34%
Davids Bridal, Inc. PA$66.5M · 0.34%
Davids Bridal, Inc. PA$66.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474942380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.