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, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $7,875 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,338 | $71,142-16.6% | $119,609-50.4% | $64,808-8.4% |
| Participation rate | 94.8% | 78.6%+16.2pp | 79.3%+15.5pp | 71.5%+23.3pp |
| Annual return | -15.26% | -10.01%-5.2pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,004 | $2,497-59.8% | $4,232-76.3% | $2,506-59.9% |
| Participant deferral / active EE | $4,357 | $4,490-2.9% | $5,602-22.2% | $4,310+1.1% |
| Admin fee / account holder | $37 | $162-77.1% | $10,323-99.6% | $188-80.2% |