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 |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $54,654 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 15 · EIN 22-3189064 | Recordkeeping | $16,953 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,424 | $71,192+232.1% | $117,854+100.6% | $62,292+279.5% |
| Participation rate | 94.1% | 74.2%+19.8pp | 79.7%+14.4pp | 69.5%+24.5pp |
| Annual return | 14.92% | 18.66%-3.7pp | 335.08%-320.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,632 | $1,934+36.1% | $3,786-30.5% | $2,042+28.9% |
| Participant deferral / active EE | $8,191 | $3,189+156.9% | $4,482+82.8% | $3,169+158.5% |
| Admin fee / account holder | $318 | $587-45.8% | $8,020-96.0% | $479-33.6% |