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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS, INC Service code 10 · EIN 22-3189064 | Accounting | $9,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,456 |
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 | $215,857 | $66,302+225.6% | $110,238+95.8% | $56,287+283.5% |
| Participation rate | 93.3% | 74.9%+18.4pp | 79.8%+13.5pp | 69.9%+23.5pp |
| Annual return | -5.48% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,713 | $2,047+32.5% | $3,826-29.1% | $2,111+28.5% |
| Participant deferral / active EE | $8,510 | $3,381+151.7% | $4,672+82.2% | $3,350+154.1% |
| Admin fee / account holder | $0 | $698-99.9% | $8,547-100.0% | $521-99.9% |