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 Service code 10 · EIN 39-0859910 | Accounting | $21,667 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $5,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$212,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,430 | $45,000+52.1% | $143,757-52.4% | $77,904-12.2% |
| Participation rate | 78.0% | 66.8%+11.1pp | 80.3%-2.3pp | 73.7%+4.3pp |
| Annual return | -15.65% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,419 | $3,157+71.7% | $5,637-3.9% | $4,806+12.8% |
| Admin fee / account holder | $15 | $98-84.7% | $14,673-99.9% | $133-88.6% |