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 | $201,291 |
Service code 11 · EIN 53-0181291 | Actuarial | $92,025 |
Filed as: PORTFOLIO EVALUATION INC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,324 | $118,337+158.9% | $189,513+61.6% | $93,030+229.3% |
| Participation rate | 96.1% | 89.1%+7.0pp | 87.8%+8.3pp | 73.9%+22.2pp |
| Annual return | 16.80% | 21.77%-5.0pp | 555.15%-538.3pp | 158.70%-141.9pp |
| Employer contribution / active EE | $10,737 | $4,204+155.4% | $6,162+74.3% | $2,706+296.8% |
| Participant deferral / active EE | $15,078 | $7,123+111.7% | $8,221+83.4% | $4,562+230.5% |
| Admin fee / account holder | $96 | $100-3.4% | $12,045-99.2% | $152-36.5% |