Filed October 12, 2006
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 |
|---|---|---|
Service code 10 · EIN 13-4008324 | Accounting | $40,526 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 28 · EIN 23-3189064 | Investment Management | $25,188 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $6,009 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $1,433 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,866 | $96,458+112.4% | $136,294+50.3% | $77,958+162.8% |
| Participation rate | 98.2% | 75.4%+22.9pp | 81.9%+16.3pp | 71.6%+26.6pp |
| Annual return | 13.91% | 23.78%-9.9pp | 5155.94%-5142.0pp | 20.87%-7.0pp |
| Employer contribution / active EE | $10,120 | $3,144+221.9% | $4,695+115.5% | $2,310+338.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $14 | $80-83.0% | $9,243-99.9% | $97-86.0% |