Filed November 26, 2008 (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, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 46 PUBLIC SQUARE, SUITE 400 · WILKES BARRE, PA 18701 | Accounting | $12,550 |
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 | $113,278 | $68,408+65.6% | $57,179+98.1% | $57,658+96.5% |
| Participation rate | 97.4% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,877 | $2,869+70.0% | $2,682+81.8% | $1,974+147.1% |
| Participant deferral / active EE | $4,110 | $2,903+41.6% | $3,096+32.7% | $3,061+34.3% |
| Admin fee / account holder | $16 | $70-76.7% | $3,139-99.5% | $95-82.8% |