Retirement plan

BUCKLEY MADOLE, P. C. 401(K) PLAN

Name: BUCKLEY MADOLE, P.C. - BUCKLEY MADOLE, P. C. 401(K) PLAN (2016) Form 5500
Creator: BUCKLEY MADOLE, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUCKLEY MADOLE, P. C. 401(K) PLAN, BUCKLEY MADOLE, P.C.

BUCKLEY MADOLE, P.C.EIN 75-2285329Plan #001PY 2016

14841 DALLAS PARKWAY, SUITE 425 - DALLAS, TX 75254214-550-4125bonialpc.comLinkedIn51-200 employeeslegal services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.6M

+35.8% from 2015

Total participants

184

+14.3% from 2015

Average account balance

$10,264

+19.4% from 2015

Annual return

11.83%

+12.02 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$236K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$273

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576	Custodial (other than securities); Cl...	$20,681

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$22 / participant

Contract admin$3K100.0%

% of EOY assets

0.211%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ARMANINO, LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,264

$75,183-86.3%

$123,894-91.7%

$55,167-81.4%

Participation rate

82.4%

72.8%+9.5pp

81.4%+0.9pp

69.0%+13.4pp

Annual return

11.83%

19.01%-7.2pp

47.52%-35.7pp

169.23%-157.4pp

Employer contribution / active EE

$2,823-100.0%

$4,617-100.0%

$1,963-100.0%

Participant deferral / active EE

$2,989

$5,084-41.2%

$5,984-50.0%

$3,054-2.1%

Admin fee / account holder

$22

$663-96.7%

$8,357-99.7%

$504-95.7%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2+ years

Filed as: STANCORP FINANCIAL

Service code 12 · EIN 93-1253576

Custodial (other than securities); Cl...

$20,681

BUCKLEY MADOLE, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BUCKLEY MADOLE, P. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion