XERO, INC. 401(K) PLAN
Plan Contact
- Address: 1615 PLATTE ST, 4TH FLOOR,DENVER,CO
- Contact person: FRANK MARCHESE
- Phone: (781) 779-7414
Plan General Information
XERO, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of XERO, INC. 401(K) PLAN is $32,107,121.00.This plan was established in 2012.
XERO, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in XERO, INC. 401(K) PLAN is 555
XERO, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for XERO, INC. 401(K) PLAN is $57,850.00
XERO, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for XERO, INC. 401(K) PLAN is $7,729.00.
XERO, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in XERO, INC. 401(K) PLAN is approximately $3,412.00
Investing in this additonal $3,412.00 for 20 years would give you extra $218,373.00, assuming a 10% annual return.
Investing in this additonal $3,412.00 for 20 years would give you extra $218,373.00, assuming a 10% annual return.
XERO, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, XERO, INC. 401(K) PLAN allocates $1,893,708.00 to match its employees' contributions, providing an employer match rate of 47.95% of their contributions
XERO, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of XERO, INC. 401(K) PLAN is 26.96%.
XERO, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for XERO, INC. 401(K) PLAN is 19.56%. This measures the effectiveness of the plan participants' investments in the year.
XERO, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of XERO, INC. 401(K) PLAN is 0.16%.
Enrollment Features
XERO, INC. 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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