Filed April 30, 2008
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,390 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,045 |
TIAA5 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,209 | $69,745+118.2% | $67,511+125.5% | $74,546+104.2% |
| Participation rate | 96.8% | 71.3%+25.5pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 11.68% | -40.37%+52.1pp | 3517.41%-3505.7pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2,632 | $2,705-2.7% | $2,733-3.7% | $2,624+0.3% |
| Participant deferral / active EE | $4,177 | $3,636+14.9% | $4,000+4.4% | $4,347-3.9% |
| Admin fee / account holder | $81 | $894-91.0% | $3,999-98.0% | $1,944-95.8% |