Filed December 21, 1994
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 |
|---|---|---|
MENKE & ASSOCIATES, INC.2+ years Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $202,989 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 06-6379101 | Investment Management | $38,668 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $3,023 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,706 | $34,495-77.7% | $78,689-90.2% | $63,975-88.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 7.59% | 11.62%-4.0pp | 62.18%-54.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $227 | $68+233.4% | $4,510-95.0% | $70+221.8% |