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.7+ years Service code 70 · EIN 22-3189064 | Consulting Fees | $44,250 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $22,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,859 | $94,833+115.0% | $75,696+169.3% | $86,799+134.9% |
| Participation rate | 95.4% | 79.1%+16.2pp | 74.8%+20.5pp | 72.3%+23.1pp |
| Annual return | 14.12% | 16.91%-2.8pp | 104.53%-90.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $18,269 | $2,904+529.0% | $2,743+566.1% | $2,405+659.5% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $25 | $109-77.3% | $3,619-99.3% | $170-85.5% |