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.8 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 111 ANZA BLVD · BURLINGAME, CA 94010 | Contract Administrator | $40,147 |
Filed as: CAPALDI, REYNOLDS & PELOSI, PA Service code 10 · EIN 22-2097516 | Accounting | $27,850 |
ISAACKS & ASSOCIATES8 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 · EIN 94-2349093 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $19,800 |
WEINRESS & ASSOCIATES8 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $8,000 |
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 | $48,228 | $56,767-15.0% | $101,794-52.6% | $85,563-43.6% |
| Participation rate | 99.7% | 57.6%+42.1pp | 69.2%+30.5pp | 66.0%+33.7pp |
| Annual return | -16.33% | 17.76%-34.1pp | 30.53%-46.9pp | 31.51%-47.8pp |
| Employer contribution / active EE | $7,593 | $1,112+582.7% | $2,289+231.7% | $2,654+186.1% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $363 | $1,098-66.9% | $8,777-95.9% | $834-56.5% |