Filed August 8, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $31,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$891,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,644 | $46,969+18.5% | $154,107-63.9% | $73,367-24.2% |
| Participation rate | 82.6% | 72.4%+10.2pp | 83.0%-0.4pp | 69.5%+13.1pp |
| Annual return | -4.40% | 821.68%-826.1pp | 735.12%-739.5pp | 173.45%-177.9pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $5,028 | $3,162+59.0% | $5,081-1.0% | $4,033+24.7% |
| Admin fee / account holder | $12 | $47-74.0% | $13,411-99.9% | $68-82.3% |