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 9-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 Service code 16 · EIN 39-0859910 | Consulting | $9,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,810 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,850 | $56,171+15.5% | $108,745-40.4% | $55,167+17.6% |
| Participation rate | 90.3% | 70.7%+19.6pp | 77.7%+12.7pp | 69.0%+21.3pp |
| Annual return | 0.00% | 214.86%-214.9pp | 46.22%-46.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,689 | $2,153-21.6% | $3,323-49.2% | $1,963-14.0% |
| Participant deferral / active EE | $5,078 | $3,437+47.8% | $5,121-0.8% | $3,054+66.3% |
| Admin fee / account holder | $52 | $302-82.6% | $6,144-99.1% | $504-89.6% |