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 |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $46,287 |
ISAACKS & ASSOCIATES2 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $15,000 |
WEINRESS & ASSOCIATES2 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $14,000 |
Service code 10 3201 PACIFIC AVENUE, SUITE 2 · WILDWOOD, NJ 082600477 | Accounting | $12,500 |
Filed as: CAPALDI REYNOLDS & PELOSI, PA Service code 10 · EIN 22-2097516 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,496 | $40,174+18.2% | $84,015-43.5% | $67,579-29.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 0.16% | 25.82%-25.7pp | 71.31%-71.2pp | 378.56%-378.4pp |
| Employer contribution / active EE | $942 | $808+16.6% | $1,983-52.5% | $2,148-56.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $246 | $128+92.1% | $6,101-96.0% | $142+73.2% |