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 |
|---|---|---|
Service code 53 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Insurance Commissions | $33,750 |
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS Service code 53 · EIN 22-3189064 15 INDEPENDENCE BLVD · WARREN, NJ 10705 | Insurance Commissions | $16,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,058 | $79,124+6.2% | $60,874+38.1% | $64,808+29.7% |
| Participation rate | 92.6% | 77.7%+14.9pp | 73.1%+19.5pp | 71.5%+21.1pp |
| Annual return | -9.66% | -7.13%-2.5pp | 16.90%-26.6pp | 32.82%-42.5pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,313 | $3,725+69.5% | $3,817+65.4% | $4,310+46.5% |
| Admin fee / account holder | $52 | $106-50.5% | $3,224-98.4% | $188-72.1% |