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 Service code 10 · EIN 39-0859910 | Accounting | $17,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$220,589 |
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 | $46,930 | $50,127-6.4% | $149,673-68.6% | $80,160-41.5% |
| Participation rate | 74.4% | 64.3%+10.1pp | 78.8%-4.4pp | 72.9%+1.4pp |
| Annual return | 18.99% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,919 | $3,194+22.7% | $5,680-31.0% | $5,017-21.9% |
| Admin fee / account holder | $12 | $153-92.3% | $13,210-99.9% | $145-91.9% |