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 |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS Service code 70 · EIN 22-3189064 | Consulting Fees | $44,250 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $21,700 |
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 | $176,381 | $105,581+67.1% | $70,449+150.4% | $90,288+95.4% |
| Participation rate | 98.1% | 77.5%+20.6pp | 75.1%+23.0pp | 73.4%+24.7pp |
| Annual return | 13.78% | 14.78%-1.0pp | 109.03%-95.2pp | 53.97%-40.2pp |
| Employer contribution / active EE | $17,170 | $3,304+419.7% | $2,737+527.4% | $2,524+580.2% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $25 | $68-63.4% | $3,845-99.4% | $114-78.3% |