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.4+ years Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $93,916 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 06-6379101 | Investment Management | $33,697 |
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 | $5,975 | $37,884-84.2% | $79,464-92.5% | $75,289-92.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | 161.60% | 1.06%+160.5pp | 718.14%-556.5pp | -0.04%+161.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $92 | $77+20.2% | $5,113-98.2% | $102-10.1% |