Filed January 7, 2005 (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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,116 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $17,325 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $14,059 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,463 |
EGPS1 year Filed as: EGPS, INC. Service code 49 · EIN 13-3180178 | Other Services | $5,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,023 | $130,655-28.8% | $93,789-0.8% | $64,808+43.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -17.09% | -14.04%-3.0pp | -11.33%-5.8pp | 32.82%-49.9pp |
| Employer contribution / active EE | $7,026 | $5,594+25.6% | $4,323+62.6% | $2,506+180.4% |
| Participant deferral / active EE | $0 | $8,067-100.0% | $6,094-100.0% | $4,310-100.0% |
| Admin fee / account holder | $155 | $140+10.8% | $7,195-97.8% | $188-17.3% |