Filed December 31, 2003
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 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 P.O. BOX 78975 · MILWAUKEE, WI 532788975 | Accounting | $12,472 |
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 | $72,221 | $95,542-24.4% | $69,455+4.0% | $67,579+6.9% |
| Participation rate | 97.2% | 79.4%+17.8pp | 74.6%+22.6pp | 71.3%+25.9pp |
| Annual return | 4.99% | 17.67%-12.7pp | 28.97%-24.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $929 | $2,989-68.9% | $2,779-66.6% | $2,148-56.8% |
| Participant deferral / active EE | $2,024 | $3,263-38.0% | $3,535-42.8% | $3,539-42.8% |
| Admin fee / account holder | $27 | $90-70.1% | $3,839-99.3% | $142-81.1% |