Filed October 18, 2004
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 53 · EIN 22-3189064 15 INDEPENDENCE BLVD · WARREN, NJ 10705 | Insurance Commissions | $41,798 |
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 | $90,083 | $70,083+28.5% | $59,878+50.4% | $55,725+61.7% |
| Participation rate | 90.3% | 78.4%+12.0pp | 74.7%+15.6pp | 70.9%+19.5pp |
| Annual return | -0.48% | 3.13%-3.6pp | 3.46%-3.9pp | 244.93%-245.4pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,510 | $3,079+111.5% | $3,402+91.4% | $3,356+94.0% |
| Admin fee / account holder | $50 | $70-28.7% | $3,590-98.6% | $115-56.5% |