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, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,290 |
Service code 16 · EIN 20-4668732 | Consulting | $6,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$125,371 |
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 | $37,441 | $45,382-17.5% | $154,107-75.7% | $75,289-50.3% |
| Participation rate | 71.9% | 65.9%+6.0pp | 83.0%-11.2pp | 72.4%-0.6pp |
| Annual return | -4.70% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.7pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,826 | $2,384+18.5% | $5,081-44.4% | $3,739-24.4% |
| Admin fee / account holder | $9 | $89-89.8% | $13,411-99.9% | $102-91.1% |