Filed December 1, 2003 (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, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,393 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,434 | $201,404-99.3% | $93,606-98.5% | $89,569-98.4% |
| Participation rate | 73.6% | 87.5%-14.0pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | -58.25% | 23.05%-81.3pp | 32.76%-91.0pp | 34.56%-92.8pp |
| Employer contribution / active EE | $0 | $6,528-100.0% | $2,718-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $9,208-100.0% | $4,069-100.0% | $4,220-100.0% |
| Admin fee / account holder | $1 | $89-99.1% | $7,888-100.0% | $72-98.9% |