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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,301 |
Filed as: PRICEWATERHOUSECOOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $109,577 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATION Service code 16 · EIN 22-3189064 | Consulting | $41,167 |
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 | $194,398 | $89,274+117.8% | $149,718+29.8% | $77,958+149.4% |
| Participation rate | 98.5% | 87.6%+10.9pp | 87.1%+11.4pp | 71.6%+26.8pp |
| Annual return | 18.59% | 20.36%-1.8pp | 1501.63%-1483.0pp | 20.87%-2.3pp |
| Employer contribution / active EE | $13,452 | $3,727+261.0% | $5,445+147.1% | $2,310+482.2% |
| Participant deferral / active EE | $11,655 | $5,382+116.5% | $6,569+77.4% | $3,537+229.6% |
| Admin fee / account holder | $118 | $240-50.7% | $11,283-99.0% | $97+21.4% |