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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS Service code 53 · EIN 22-3189064 15 INDEPENDENCE BLVD · WARREN, NJ 10705 | Insurance Commissions | $41,173 |
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 | $88,240 | $95,542-7.6% | $69,455+27.0% | $67,579+30.6% |
| Participation rate | 90.2% | 79.4%+10.8pp | 74.6%+15.5pp | 71.3%+18.9pp |
| Annual return | 14.74% | 17.67%-2.9pp | 28.97%-14.2pp | 378.56%-363.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,163 | $3,263+58.2% | $3,535+46.0% | $3,539+45.9% |
| Admin fee / account holder | $45 | $90-50.4% | $3,839-98.8% | $142-68.7% |