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.3 years Filed as: PORTFOLIO EVALUATIONS Service code 53 · EIN 22-3189064 15 INDEPENDENCE BLVD · WARREN, NJ 10705 | Insurance Commissions | $41,172 |
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 | $90,046 | $84,948+6.0% | $70,449+27.8% | $73,409+22.7% |
| Participation rate | 92.7% | 79.9%+12.8pp | 75.1%+17.7pp | 72.2%+20.5pp |
| Annual return | 12.15% | 13.39%-1.2pp | 109.03%-96.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,237 | $3,387+84.1% | $3,709+68.2% | $3,805+63.9% |
| Admin fee / account holder | $42 | $98-57.6% | $3,845-98.9% | $158-73.6% |