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.3 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $9,992 |
Service code 27 · EIN 22-3189064 | Advisory (Plan) | $8,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $290 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,476 | $81,474+246.7% | $133,956+110.9% | $73,488+284.4% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | 13.78% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,121 | $2,209+41.3% | $3,919-20.3% | $2,270+37.5% |
| Participant deferral / active EE | $10,168 | $3,786+168.6% | $5,048+101.4% | $3,740+171.9% |
| Admin fee / account holder | $66 | $713-90.7% | $8,927-99.3% | $513-87.1% |