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.2 years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $20,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,005 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,248 | $93,182+235.1% | $146,665+112.9% | $79,386+293.3% |
| Participation rate | 97.7% | 76.4%+21.3pp | 80.1%+17.7pp | 70.7%+27.0pp |
| Annual return | 12.74% | 21.61%-8.9pp | 22.74%-10.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $3,253 | $2,420+34.5% | $4,136-21.3% | $2,427+34.0% |
| Participant deferral / active EE | $11,104 | $4,169+166.3% | $5,506+101.7% | $4,046+174.5% |
| Admin fee / account holder | $67 | $585-88.5% | $10,280-99.3% | $626-89.3% |