Filed October 22, 2004
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 | $28,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,899 |
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 | $98,512 | $52,208+88.7% | $86,612+13.7% | $74,419+32.4% |
| Participation rate | 97.8% | 66.3%+31.4pp | 71.7%+26.1pp | 70.7%+27.0pp |
| Annual return | 20.36% | 44.46%-24.1pp | 591.07%-570.7pp | 34.38%-14.0pp |
| Employer contribution / active EE | $4,382 | $2,282+92.0% | $3,022+45.0% | $2,637+66.1% |
| Participant deferral / active EE | $10,646 | $3,383+214.7% | $4,438+139.9% | $4,528+135.1% |
| Admin fee / account holder | $42 | $319-87.0% | $5,614-99.3% | $348-88.0% |