Filed August 4, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BUCKMAN ADVISORY GROUP LLC1+ years Service code 28 · EIN 20-1959178 44 CHURCH ST · LITTLE SILVER, NJ 07739 | Investment Management | $25,420 |
NATIONWIDE1+ years Service code 28 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $17,192 |
NATIONWIDE1+ years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,049 | $49,915+6.3% | $154,803-65.7% | $74,304-28.6% |
| Participation rate | 33.0% | 54.0%-20.9pp | 78.1%-45.1pp | 60.3%-27.3pp |
| Annual return | 14.00% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $604 | $1,611-62.5% | $4,305-86.0% | $2,241-73.0% |
| Participant deferral / active EE | $2,347 | $2,255+4.1% | $5,540-57.6% | $3,767-37.7% |
| Admin fee / account holder | $231 | $2,189-89.4% | $14,329-98.4% | $2,969-92.2% |