Filed September 21, 2006 (most recent of 4 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 |
|---|---|---|
WESTWOOD TRUST3+ years Service code 21 · EIN 75-1447785 | Bank Trustee | $262,933 |
AON CONSULTING3+ years Service code 11 · EIN 36-3051915 | Actuarial | $126,269 |
Filed as: PORTFOLIO EVALUATIONS INC. Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $36,237 |
EISNERAMPER LLP3+ years Service code 10 · EIN 13-1639826 | Accounting | $36,138 |
See 1 actuary disclosure. $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.
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 | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.64% | 79.68%-68.0pp | 16.78%-5.1pp | 23.90%-12.3pp |
| Employer contribution / active EE | $18,382 | $21,735-15.4% | $26,328-30.2% | $16,539+11.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |