Filed March 13, 2008
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 10 · EIN 22-3189064 | Accounting | $20,000 |
ZOOK DINON PA2+ years Service code 10 · EIN 22-2746484 | Accounting | $17,665 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,144 |
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 | $143,322 | $31,370+356.9% | $74,583+92.2% | $63,975+124.0% |
| Participation rate | 83.7% | 42.6%+41.1pp | 68.1%+15.5pp | 71.1%+12.5pp |
| Annual return | 9.83% | -105.16%+115.0pp | 20.47%-10.6pp | 48.65%-38.8pp |
| Employer contribution / active EE | $5,965 | $822+625.7% | $2,525+136.3% | $2,182+173.4% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $19 | $77-75.5% | $4,138-99.5% | $70-73.3% |