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.6 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 111 ANZA BLVD · BURLINGAME, CA 94010 | Contract Administrator | $46,301 |
ISAACKS & ASSOCIATES6 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 · EIN 94-2349093 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $13,950 |
WEINRESS & ASSOCIATES6 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $7,500 |
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 | $63,273 | $53,165+19.0% | $86,188-26.6% | $74,419-15.0% |
| Participation rate | 99.1% | 64.9%+34.2pp | 69.0%+30.1pp | 70.7%+28.3pp |
| Annual return | 0.15% | 22.64%-22.5pp | 1168.45%-1168.3pp | 34.38%-34.2pp |
| Employer contribution / active EE | $4,001 | $1,210+230.6% | $2,380+68.1% | $2,637+51.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $143 | $551-74.1% | $6,852-97.9% | $348-58.9% |