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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $323,053 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC. Service code 10 · EIN 22-3189064 | Accounting | $20,000 |
ZOOK DINON PA3+ years Service code 10 · EIN 22-2746484 | Accounting | $10,805 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,290 | $29,988-19.0% | $81,478-70.2% | $80,976-70.0% |
| Participation rate | 20.6% | 32.0%-11.4pp | 68.0%-47.3pp | 68.3%-47.6pp |
| Annual return | 18.89% | 51.73%-32.8pp | 38.78%-19.9pp | 22.91%-4.0pp |
| Employer contribution / active EE | $165 | $470-64.9% | $2,568-93.6% | $2,402-93.1% |
| Participant deferral / active EE | $539 | $1,209-55.4% | $3,537-84.8% | $3,848-86.0% |
| Admin fee / account holder | $62 | $63-1.4% | $4,561-98.6% | $67-8.2% |