Filed November 9, 2005 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $50,784 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $11,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,717 | $39,948-5.6% | $89,391-57.8% | $73,409-48.6% |
| Participation rate | 15.0% | 50.4%-35.4pp | 68.0%-53.0pp | 72.2%-57.2pp |
| Annual return | 13.30% | 50.12%-36.8pp | 245.62%-232.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,364 | $2,193-37.8% | $3,890-64.9% | $3,805-64.1% |
| Admin fee / account holder | $233 | $134+73.3% | $4,881-95.2% | $158+47.4% |