Filed June 14, 2008
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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $7,547 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,786 |
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 | $180,914 | $57,108+216.8% | $94,224+92.0% | $52,331+245.7% |
| Participation rate | 96.3% | 72.9%+23.4pp | 78.8%+17.6pp | 68.1%+28.2pp |
| Annual return | -0.19% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,454 | $1,735+41.4% | $3,587-31.6% | $1,882+30.4% |
| Participant deferral / active EE | $7,846 | $3,040+158.1% | $4,320+81.6% | $3,022+159.6% |
| Admin fee / account holder | $40 | $546-92.7% | $6,269-99.4% | $592-93.3% |