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.3+ years Service code 70 · EIN 22-3189064 | Consulting Fees | $55,000 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW LP Service code 29 · EIN 36-2152202 | Legal | $10,606 |
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 | $126,424 | $92,091+37.3% | $62,995+100.7% | $77,958+62.2% |
| Participation rate | 97.4% | 74.5%+22.9pp | 74.8%+22.6pp | 71.6%+25.7pp |
| Annual return | 15.67% | 16.23%-0.6pp | 87.57%-71.9pp | 20.87%-5.2pp |
| Employer contribution / active EE | $13,952 | $3,424+307.4% | $2,759+405.7% | $2,310+503.9% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $22 | $48-54.1% | $3,600-99.4% | $97-77.4% |