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, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,600 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,567 | $185,545-99.2% | $90,749-98.3% | $89,394-98.2% |
| Participation rate | 57.5% | 85.0%-27.5pp | 75.7%-18.1pp | 71.3%-13.7pp |
| Annual return | 3.30% | -13.56%+16.9pp | -12.16%+15.5pp | -11.89%+15.2pp |
| Employer contribution / active EE | $0 | $7,210-100.0% | $2,921-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $0 | $9,550-100.0% | $4,564-100.0% | $5,123-100.0% |
| Admin fee / account holder | $2 | $100-98.5% | $8,445-100.0% | $79-98.1% |