Filed September 17, 2002 (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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 49 · EIN 13-4008324 | Other Services | $80,000 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATION Service code 14 · EIN 22-3189064 | Plan Administrator | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$315,677 |
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 | $150,123 | $75,760+98.2% | $123,104+21.9% | $59,188+153.6% |
| Participation rate | 96.6% | 86.0%+10.6pp | 86.8%+9.8pp | 69.4%+27.2pp |
| Annual return | 0.75% | 2.93%-2.2pp | 13.22%-12.5pp | 5.51%-4.8pp |
| Employer contribution / active EE | $12,184 | $3,415+256.7% | $5,151+136.5% | $2,098+480.7% |
| Participant deferral / active EE | $10,764 | $5,000+115.3% | $6,230+72.8% | $3,265+229.7% |
| Admin fee / account holder | $30 | $61-51.4% | $9,015-99.7% | $92-68.0% |