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 INDEPENDENE BLVD. · WARREN, NJ 07059 | Insurance Commissions | $34,827 |
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 | $67,433 | $70,083-3.8% | $59,878+12.6% | $55,725+21.0% |
| Participation rate | 97.1% | 78.4%+18.8pp | 74.7%+22.4pp | 70.9%+26.3pp |
| Annual return | 0.16% | 3.13%-3.0pp | 3.46%-3.3pp | 244.93%-244.8pp |
| Employer contribution / active EE | $6,183 | $2,878+114.8% | $2,722+127.2% | $2,078+197.5% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $28 | $70-60.6% | $3,590-99.2% | $115-76.0% |