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 16 · EIN 39-0859910 | Consulting | $15,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$112,349 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,475 | $44,989-5.6% | $170,442-75.1% | $77,958-45.5% |
| Participation rate | 85.9% | 64.6%+21.3pp | 83.6%+2.3pp | 71.6%+14.2pp |
| Annual return | 18.44% | 19.61%-1.2pp | 205.93%-187.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,071 | $2,208+39.1% | $4,939-37.8% | $3,537-13.2% |
| Admin fee / account holder | $10 | $69-84.9% | $13,880-99.9% | $97-89.3% |