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.4+ years Service code 70 · EIN 22-3189064 | Consulting Fees | $27,500 |
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 | $124,349 | $87,173+42.6% | $59,878+107.7% | $75,289+65.2% |
| Participation rate | 98.1% | 74.5%+23.6pp | 74.7%+23.4pp | 72.4%+25.7pp |
| Annual return | -4.01% | -2.14%-1.9pp | 3.46%-7.5pp | -0.04%-4.0pp |
| Employer contribution / active EE | $15,781 | $3,473+354.4% | $2,722+479.8% | $2,405+556.2% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $9 | $75-87.5% | $3,590-99.7% | $102-90.8% |