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 08225 | Accounting | $51,250 |
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 111 ANZA BLVD · BURLINGAME, CA 94010 | Contract Administrator | $37,342 |
ISAACKS & ASSOCIATES7 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $19,800 |
WEINRESS & ASSOCIATES7 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,379 | $54,193+2.2% | $93,606-40.8% | $77,643-28.7% |
| Participation rate | 99.4% | 63.9%+35.4pp | 68.7%+30.6pp | 70.6%+28.8pp |
| Annual return | -11.85% | 30.54%-42.4pp | 133.20%-145.1pp | 31.24%-43.1pp |
| Employer contribution / active EE | $6,628 | $1,168+467.5% | $2,420+173.9% | $2,726+143.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $405 | $576-29.6% | $8,285-95.1% | $430-5.8% |