Filed June 14, 2006 (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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,066 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,590 | $72,770-36.0% | $67,652-31.1% | $55,191-15.6% |
| Participation rate | 98.9% | 78.8%+20.1pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | 0.54% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,415 | $1,769-20.0% | $2,266-37.6% | $1,899-25.5% |
| Participant deferral / active EE | $2,449 | $3,408-28.1% | $3,560-31.2% | $3,046-19.6% |
| Admin fee / account holder | $47 | $79-40.0% | $4,821-99.0% | $91-47.9% |