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.8+ years Service code 70 · EIN 22-3189064 | Consulting Fees | $29,500 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $23,300 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,520 | $79,124+125.6% | $60,874+193.3% | $64,808+175.5% |
| Participation rate | 94.9% | 77.7%+17.2pp | 73.1%+21.8pp | 71.5%+23.5pp |
| Annual return | -14.02% | -7.13%-6.9pp | 16.90%-30.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $18,662 | $3,050+511.9% | $2,701+590.8% | $2,506+644.7% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $25 | $106-75.9% | $3,224-99.2% | $188-86.5% |