Filed September 22, 1992
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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,610 |
Service code 16 · EIN 20-4668732 | Consulting | $6,772 |
Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$142,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,587 | $45,382-41.4% | $154,107-82.7% | $75,289-64.7% |
| Participation rate | 80.1% | 65.9%+14.2pp | 83.0%-3.0pp | 72.4%+7.7pp |
| Annual return | -5.70% | -0.47%-5.2pp | 735.12%-740.8pp | -0.04%-5.7pp |
| Employer contribution / active EE | $2,606 | $1,533+70.0% | $5,298-50.8% | $2,405+8.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $89-95.0% | $13,411-100.0% | $102-95.7% |