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 INDEPENDENE BLVD. · WARREN, NJ 07059 | Insurance Commissions | $20,451 |
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 | $71,291 | $95,542-25.4% | $69,455+2.6% | $67,579+5.5% |
| Participation rate | 96.0% | 79.4%+16.7pp | 74.6%+21.4pp | 71.3%+24.8pp |
| Annual return | 15.15% | 17.67%-2.5pp | 28.97%-13.8pp | 378.56%-363.4pp |
| Employer contribution / active EE | $5,532 | $2,989+85.1% | $2,779+99.1% | $2,148+157.6% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $15 | $90-83.0% | $3,839-99.6% | $142-89.3% |