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 | $198,865 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $92,791 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATION Service code 16 · EIN 22-3189064 | Consulting | $55,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,670 | $110,699+144.5% | $177,821+52.2% | $90,288+199.8% |
| Participation rate | 98.2% | 88.3%+9.9pp | 87.7%+10.5pp | 73.4%+24.9pp |
| Annual return | 20.86% | 22.79%-1.9pp | 48.32%-27.5pp | 53.97%-33.1pp |
| Employer contribution / active EE | $9,726 | $4,118+136.2% | $5,918+64.3% | $2,524+285.3% |
| Participant deferral / active EE | $14,357 | $6,731+113.3% | $7,714+86.1% | $4,232+239.2% |
| Admin fee / account holder | $110 | $90+22.3% | $12,427-99.1% | $114-3.5% |