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 INDEPENDENE BLVD. · WARREN, NJ 07059 | Insurance Commissions | $32,324 |
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 | $75,962 | $84,948-10.6% | $70,449+7.8% | $73,409+3.5% |
| Participation rate | 95.4% | 79.9%+15.5pp | 75.1%+20.4pp | 72.2%+23.2pp |
| Annual return | 12.40% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $5,298 | $2,834+86.9% | $2,737+93.6% | $2,234+137.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $24 | $98-75.9% | $3,845-99.4% | $158-85.0% |