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.4 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,054 |
ISAACKS & ASSOCIATES4 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 · EIN 94-2349093 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $15,250 |
Filed as: CAPALDI REYNOLDS & PELOSI Service code 10 332 TILTON ROAD · NORTHFIELD, NJ 082251252 | Accounting | $13,781 |
WEINRESS & ASSOCIATES4 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $7,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,302 | $50,956+14.4% | $96,562-39.6% | $86,799-32.8% |
| Participation rate | 98.8% | 65.2%+33.5pp | 69.8%+28.9pp | 72.3%+26.5pp |
| Annual return | 40.19% | 21.27%+18.9pp | 37.78%+2.4pp | 97.91%-57.7pp |
| Employer contribution / active EE | $3,234 | $1,111+191.2% | $2,356+37.2% | $2,405+34.5% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $133 | $166-19.7% | $6,181-97.8% | $170-21.4% |