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 LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 49 · EIN 13-4008324 | Other Services | $111,368 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATION Service code 16 · EIN 22-3189064 | Consulting | $43,500 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 34 · EIN 53-0181291 | Valuation (appraisals, etc.); Direct ... | $21,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$286,313 |
Form 5500 reported that benefits due were not provided when due.
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 | $164,841 | $80,354+105.1% | $133,980+23.0% | $63,975+157.7% |
| Participation rate | 97.6% | 87.5%+10.0pp | 87.1%+10.5pp | 71.1%+26.4pp |
| Annual return | 7.88% | 13.11%-5.2pp | 29.30%-21.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $13,120 | $3,503+274.5% | $5,211+151.8% | $2,182+501.4% |
| Participant deferral / active EE | $11,119 | $5,239+112.3% | $6,282+77.0% | $3,356+231.3% |
| Admin fee / account holder | $38 | $69-44.6% | $9,324-99.6% | $70-45.5% |