Filed December 12, 2011
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 Service code 10 · EIN 39-0859910 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,241 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,888 | $64,612+73.2% | $86,436+29.4% | $64,808+72.6% |
| Participation rate | 73.7% | 81.5%-7.8pp | 80.3%-6.6pp | 71.5%+2.3pp |
| Annual return | -18.61% | 0.66%-19.3pp | 4394.89%-4413.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $2,472 | $2,744-9.9% | $3,769-34.4% | $2,506-1.3% |
| Participant deferral / active EE | $6,892 | $7,497-8.1% | $6,952-0.9% | $4,310+59.9% |
| Admin fee / account holder | -$108 | $169-164.0% | $6,731-101.6% | $188-157.6% |