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.5+ years Service code 70 · EIN 22-3189064 | Consulting Fees | $27,500 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $20,950 |
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 | $152,023 | $204,517-25.7% | $69,455+118.9% | $77,787+95.4% |
| Participation rate | 98.2% | 74.6%+23.6pp | 74.6%+23.6pp | 73.2%+25.0pp |
| Annual return | 19.22% | 22.10%-2.9pp | 28.97%-9.7pp | 32.57%-13.4pp |
| Employer contribution / active EE | $16,647 | $3,548+369.3% | $2,779+499.0% | $2,504+564.7% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $19 | $101-81.5% | $3,839-99.5% | $100-81.4% |