Filed December 8, 2006 (most recent of 3 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 3-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, LLP2 years Service code 10 790 N WATER ST · MILWAUKEE, WI 53202 | Accounting | $19,425 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,065 |
Annual investment return 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 | $78,184 | $88,083-11.2% | $164,813-52.6% | $74,495+5.0% |
| Participation rate | 94.8% | 73.0%+21.8pp | 78.6%+16.2pp | 67.2%+27.6pp |
| Annual return | 11.45% | 17.26%-5.8pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,058 | $2,593-59.2% | $4,341-75.6% | $2,623-59.7% |
| Participant deferral / active EE | $4,860 | $4,498+8.1% | $6,031-19.4% | $4,346+11.8% |
| Admin fee / account holder | $73 | $2,234-96.7% | $12,690-99.4% | $1,942-96.2% |