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.5 years Filed as: PORTFOLIO EVALUATIONS Service code 53 · EIN 22-3189064 15 INDEPENDENE BLVD. · WARREN, NJ 07059 | 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 | $74,955 | $79,124-5.3% | $60,874+23.1% | $64,808+15.7% |
| Participation rate | 92.1% | 77.7%+14.4pp | 73.1%+19.0pp | 71.5%+20.6pp |
| Annual return | -9.80% | -7.13%-2.7pp | 16.90%-26.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $5,949 | $3,050+95.1% | $2,701+120.2% | $2,506+137.4% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $13 | $106-88.0% | $3,224-99.6% | $188-93.3% |