Filed January 13, 2014
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 |
|---|---|---|
ISAACKS & ASSOCIATES1 year Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $38,750 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,750 |
WEINRESS & ASSOCIATES1 year Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $16,000 |
Service code 10 3201 PACIFIC AVENUE, SUITE 2 · WILDWOOD, NJ 082600477 | Accounting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,957 | $35,485+40.8% | $74,550-33.0% | $55,725-10.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 34.89% | 0.72%+34.2pp | 32.53%+2.4pp | 244.93%-210.0pp |
| Employer contribution / active EE | $4,321 | $777+455.9% | $1,961+120.4% | $2,078+107.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $204 | $114+78.6% | $5,060-96.0% | $115+77.3% |