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 | $153,638 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATION INC Service code 16 · EIN 22-3189064 | Consulting | $27,500 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $14,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,807 | $95,918+150.0% | $151,611+58.2% | $77,904+207.8% |
| Participation rate | 96.2% | 88.7%+7.4pp | 87.5%+8.7pp | 73.7%+22.5pp |
| Annual return | -18.23% | -5.50%-12.7pp | 3.33%-21.6pp | 12.21%-30.4pp |
| Employer contribution / active EE | $9,777 | $4,330+125.8% | $6,166+58.6% | $2,848+243.3% |
| Participant deferral / active EE | $15,606 | $7,508+107.9% | $8,363+86.6% | $4,806+224.7% |
| Admin fee / account holder | $72 | $93-22.7% | $11,616-99.4% | $133-45.6% |