Filed August 7, 2012 (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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84TH STREET · MILWAUKEE, WI 53214 | Accounting | $4,651 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,972 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $525 |
Annual investment return 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 | $72,507 | $81,474-11.0% | $133,956-45.9% | $73,488-1.3% |
| Participation rate | 92.0% | 76.4%+15.6pp | 79.8%+12.2pp | 70.7%+21.3pp |
| Annual return | 1.76% | 19.40%-17.6pp | 45.09%-43.3pp | 28.51%-26.8pp |
| Employer contribution / active EE | $615 | $2,209-72.2% | $3,919-84.3% | $2,270-72.9% |
| Participant deferral / active EE | $5,980 | $3,786+57.9% | $5,048+18.5% | $3,740+59.9% |
| Admin fee / account holder | $53 | $713-92.5% | $8,927-99.4% | $513-89.6% |