Filed June 1, 1995 (most recent of 2 filings on file)
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 10 · EIN 39-0859910 | Accounting | $15,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,975 | $44,989+17.8% | $170,442-68.9% | $77,958-32.0% |
| Participation rate | 90.9% | 64.6%+26.3pp | 83.6%+7.3pp | 71.6%+19.2pp |
| Annual return | 18.95% | 19.61%-0.7pp | 205.93%-187.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $4,062 | $2,208+84.0% | $4,939-17.8% | $3,537+14.9% |
| Admin fee / account holder | $12 | $69-82.3% | $13,880-99.9% | $97-87.5% |