Filed February 5, 2018
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.5+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 16 · EIN 22-3189064 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,286 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,749 | $69,159+123.8% | $125,175+23.6% | $67,579+129.0% |
| Participation rate | 91.0% | 78.2%+12.8pp | 79.8%+11.2pp | 71.3%+19.7pp |
| Annual return | 25.55% | 27.12%-1.6pp | 43.79%-18.2pp | 378.56%-353.0pp |
| Employer contribution / active EE | $5,089 | $2,023+151.5% | $3,865+31.7% | $2,148+137.0% |
| Participant deferral / active EE | $11,645 | $3,700+214.8% | $4,937+135.9% | $3,539+229.0% |
| Admin fee / account holder | -$84 | $142-159.5% | $9,702-100.9% | $142-159.2% |