Filed February 20, 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 Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 16 · EIN 39-0859910 | Consulting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,449 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,619 | $77,813+223.4% | $123,544+103.7% | $64,186+292.0% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.4pp |
| Annual return | -5.09% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,963 | $3,014-34.9% | $4,628-57.6% | $2,381-17.5% |
| Participant deferral / active EE | $10,624 | $5,240+102.8% | $6,426+65.3% | $3,470+206.2% |
| Admin fee / account holder | $44 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |