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.5+ years Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $36,259 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 28 · EIN 06-6379101 | Investment Management | $13,175 |
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 | $1,907 | $44,794-95.7% | $90,281-97.9% | $77,787-97.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 4.52% | 28.23%-23.7pp | 78.10%-73.6pp | 32.57%-28.1pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $36 | $94-62.2% | $5,351-99.3% | $100-64.4% |