Filed October 28, 2004 (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, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $12,400 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,164 | $91,762+19.0% | $67,502+61.7% | $77,643+40.6% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 12.74% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,828 | $3,181+20.4% | $2,731+40.2% | $2,726+40.5% |
| Participant deferral / active EE | $3,342 | $3,903-14.4% | $4,000-16.4% | $4,647-28.1% |
| Admin fee / account holder | $29 | $176-83.7% | $3,998-99.3% | $430-93.4% |