Filed August 7, 2013 (most recent of 3 filings on file)
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.
See the 10-year trajectory. $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 |
|---|---|---|
OCEANFIRST BANK1 year Filed as: OCEANFIRST BK Service code 21 · EIN 36-3681493 | Bank Trustee | $39,137 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $19,499 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,125 | $111,491-65.8% | $189,513-79.9% | $86,799-56.1% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.8%+11.7pp | 72.3%+27.2pp |
| Annual return | 25.10% | 83.50%-58.4pp | 555.15%-530.1pp | 97.91%-72.8pp |
| Employer contribution / active EE | $2,708 | $3,951-31.5% | $6,162-56.0% | $2,405+12.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $58 | $189-69.1% | $12,045-99.5% | $170-65.7% |