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 Filed as: BAKER TILLY, US LLP Service code 10 · EIN 39-0859910 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,314 | $89,282+46.0% | $94,646+37.7% | $74,419+75.1% |
| Participation rate | 76.1% | 82.4%-6.3pp | 80.8%-4.7pp | 70.7%+5.4pp |
| Annual return | 23.05% | 25.96%-2.9pp | 156.71%-133.7pp | 34.38%-11.3pp |
| Employer contribution / active EE | $2,601 | $3,022-13.9% | $3,672-29.2% | $2,637-1.4% |
| Participant deferral / active EE | $7,256 | $8,425-13.9% | $7,418-2.2% | $4,528+60.2% |
| Admin fee / account holder | -$73 | $219-133.4% | $7,231-101.0% | $348-121.0% |