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 |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $100,778 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $15,240 |
Service code 60 · EIN 04-4627786 | Sub-TA Fees | -$265,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,863 | $45,000-33.6% | $143,757-79.2% | $77,904-61.7% |
| Participation rate | 85.9% | 66.8%+19.1pp | 80.3%+5.6pp | 73.7%+12.3pp |
| Annual return | -16.31% | 29.03%-45.3pp | -0.04%-16.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,266 | $1,870+74.7% | $4,951-34.0% | $2,848+14.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $20 | $98-80.0% | $14,673-99.9% | $133-85.2% |