Filed September 30, 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 |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 PO BOX 7398 · MADISON, WI 53707 | Accounting | $10,325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,451 | $68,408+73.2% | $57,179+107.2% | $57,658+105.4% |
| Participation rate | 97.9% | 79.1%+18.7pp | 75.3%+22.5pp | 70.2%+27.7pp |
| Annual return | 1.20% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $3,186 | $2,869+11.0% | $2,682+18.8% | $1,974+61.4% |
| Participant deferral / active EE | $5,371 | $2,903+85.0% | $3,096+73.5% | $3,061+75.5% |
| Admin fee / account holder | $14 | $70-80.5% | $3,139-99.6% | $95-85.7% |