Filed March 5, 2013
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 37 · EIN 04-2647786 | Loan Processing | $35,023 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 10 · EIN 22-3189064 | Accounting | $15,000 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER KAPLAN Service code 16 · EIN 95-2036255 | Consulting | $12,000 |
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 | $54,544 | $74,498-26.8% | $94,224-42.1% | $59,188-7.8% |
| Participation rate | 98.3% | 76.8%+21.5pp | 78.8%+19.5pp | 69.4%+28.9pp |
| Annual return | 5.08% | 2.76%+2.3pp | 10.68%-5.6pp | 5.51%-0.4pp |
| Employer contribution / active EE | $6,905 | $2,077+232.4% | $3,587+92.5% | $2,098+229.1% |
| Participant deferral / active EE | $9,916 | $3,433+188.9% | $4,320+129.5% | $3,265+203.7% |
| Admin fee / account holder | $54 | $103-47.2% | $6,269-99.1% | $92-41.1% |