Filed December 18, 1992
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 37 · EIN 35-0145825 | Loan Processing | $16,633 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $9,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,320 | $46,869-63.0% | $122,332-85.8% | $70,131-75.3% |
| Participation rate | 88.2% | 58.2%+30.0pp | 71.6%+16.5pp | 69.5%+18.6pp |
| Annual return | 17.00% | 24.22%-7.2pp | 30.27%-13.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $717 | $1,288-44.3% | $4,050-82.3% | $2,342-69.4% |
| Participant deferral / active EE | $1,426 | $2,166-34.2% | $3,287-56.6% | $3,332-57.2% |
| Admin fee / account holder | $1 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |