Filed October 18, 2004 (most recent of 3 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 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $18,210 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $11,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,599 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,426 | $54,573-0.3% | $90,951-40.2% | $73,488-25.9% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 70.7%+9.9pp |
| Annual return | 12.04% | 16.69%-4.6pp | 134.60%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,232 | $991+125.1% | $2,122+5.2% | $2,270-1.7% |
| Participant deferral / active EE | $5,134 | $2,517+104.0% | $3,373+52.2% | $3,740+37.3% |
| Admin fee / account holder | $259 | $521-50.4% | $5,959-95.7% | $513-49.5% |