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, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,500 |
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 | $128,999 | $74,552+73.0% | $62,995+104.8% | $69,631+85.3% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 13.14% | 15.77%-2.6pp | 87.57%-74.4pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $3,312 | $2,929+13.1% | $2,759+20.0% | $2,032+63.0% |
| Participant deferral / active EE | $5,653 | $2,974+90.0% | $3,329+69.8% | $3,224+75.3% |
| Admin fee / account holder | $13 | $59-77.9% | $3,600-99.6% | $110-88.1% |