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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 06-6379101 | Investment Management | $33,523 |
MENKE & ASSOCIATES, INC.3+ years Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $27,470 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,696 | $41,256-86.2% | $86,590-93.4% | $77,958-92.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 4.46% | 17.67%-13.2pp | 964.84%-960.4pp | 20.87%-16.4pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $44 | $71-38.1% | $4,906-99.1% | $97-55.0% |