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 |
|---|---|---|
Filed as: CAPALDI REYNOLDS & PELOSI Service code 10 332 TILTON ROAD · NORTHFIELD, NJ 082251252 | Accounting | $14,031 |
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $11,418 |
ISAACKS & ASSOCIATES3 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $11,250 |
WEINRESS & ASSOCIATES3 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $7,000 |
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 | $42,911 | $64,286-33.2% | $90,951-52.8% | $73,409-41.5% |
| Participation rate | 99.4% | 63.6%+35.8pp | 69.0%+30.4pp | 72.2%+27.2pp |
| Annual return | -8.77% | 21.45%-30.2pp | 134.60%-143.4pp | 59.29%-68.1pp |
| Employer contribution / active EE | $2,463 | $895+175.3% | $2,122+16.1% | $2,234+10.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $107 | $287-62.9% | $5,959-98.2% | $158-32.5% |