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.5 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 111 ANZA BLVD · BURLINGAME, CA 94010 | Contract Administrator | $31,003 |
Filed as: CAPALDI REYNOLDS & PELOSI Service code 10 332 TILTON ROAD · NORTHFIELD, NJ 082251252 | Accounting | $24,000 |
ISAACKS & ASSOCIATES5 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 · EIN 94-2349093 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $20,500 |
WEINRESS & ASSOCIATES5 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $7,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,414 | $42,353+75.7% | $79,550-6.5% | $64,808+14.8% |
| Participation rate | 61.0% | 64.8%-3.8pp | 69.5%-8.5pp | 71.5%-10.5pp |
| Annual return | 20.27% | -12.24%+32.5pp | 0.16%+20.1pp | 32.82%-12.5pp |
| Employer contribution / active EE | $5,535 | $1,181+368.9% | $2,413+129.4% | $2,506+120.9% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $199 | $160+24.6% | $6,832-97.1% | $188+5.9% |