Filed August 14, 2014 (most recent of 2 filings on file)
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 INC. Service code 16 · EIN 22-3189064 | Consulting | $59,675 |
COHN REZNICK LLP1 year Filed as: COHN & REZNICK Service code 10 · EIN 22-1478099 | Accounting | $56,000 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,725 |
LOWENSTEIN SANDLER LLP5+ years Service code 16 · EIN 46-0920520 | Consulting | $11,715 |
ATESSA BENEFITS5+ years Filed as: ATESSA BENEFITS INC. Service code 10 · EIN 47-4435064 | Accounting | $8,106 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,498 | $96,403+199.3% | $93,606+208.2% | $77,787+270.9% |
| Participation rate | 99.4% | 87.6%+11.8pp | 75.8%+23.6pp | 73.2%+26.2pp |
| Annual return | 16.98% | 39.36%-22.4pp | 32.76%-15.8pp | 32.57%-15.6pp |
| Employer contribution / active EE | $13,225 | $3,616+265.8% | $2,718+386.6% | $2,504+428.1% |
| Participant deferral / active EE | $9,562 | $5,341+79.0% | $4,069+135.0% | $3,967+141.0% |
| Admin fee / account holder | $60 | $90-32.5% | $7,888-99.2% | $100-39.6% |