Filed September 30, 2002 (most recent of 2 filings on file)
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 70 · EIN 22-3189064 15 INDEPENDENCE BLVD. · WARREN, NJ 070592721 | Consulting Fees | $55,000 |
O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 105281648 | Accounting | $18,800 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW LP Service code 29 · EIN 36-2152202 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 606930038 | Legal | $9,001 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,911 | $85,199+24.3% | $57,179+85.2% | $63,975+65.6% |
| Participation rate | 97.6% | 74.0%+23.6pp | 75.3%+22.3pp | 71.1%+26.5pp |
| Annual return | 7.00% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $13,792 | $3,446+300.2% | $2,682+414.2% | $2,182+532.2% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $39-29.0% | $3,139-99.1% | $70-61.1% |