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 | $215,918 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $89,081 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATION Service code 16 · EIN 22-3189064 | Consulting | $20,000 |
SEYFARTH SHAW LLP1 year Service code 29 975 F STREET, N.W. · WASHINGTON, DC 20004 | Legal | $16,890 |
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 | $179,232 | $82,546+117.1% | $140,016+28.0% | $75,289+138.1% |
| Participation rate | 98.4% | 88.4%+10.0pp | 87.5%+10.9pp | 72.4%+25.9pp |
| Annual return | -4.78% | -0.36%-4.4pp | 651.12%-655.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $12,422 | $3,856+222.1% | $5,606+121.6% | $2,405+416.5% |
| Participant deferral / active EE | $12,130 | $5,731+111.6% | $6,927+75.1% | $3,739+224.5% |
| Admin fee / account holder | $94 | $86+9.1% | $10,705-99.1% | $102-8.6% |