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.4 years Filed as: PORTFOLIO EVALUATIONS Service code 53 · EIN 22-3189064 15 INDEPENDENE BLVD. · WARREN, NJ 07059 | Insurance Commissions | $32,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,010 | $94,833-13.5% | $75,696+8.3% | $86,799-5.5% |
| Participation rate | 94.1% | 79.1%+15.0pp | 74.8%+19.2pp | 72.3%+21.8pp |
| Annual return | 11.81% | 16.91%-5.1pp | 104.53%-92.7pp | 97.91%-86.1pp |
| Employer contribution / active EE | $6,755 | $2,904+132.6% | $2,743+146.3% | $2,405+180.8% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $24 | $109-77.5% | $3,619-99.3% | $170-85.6% |