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 year Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $12,725 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,553 | $82,978-16.2% | $129,995-46.5% | $71,457-2.7% |
| Participation rate | 94.5% | 74.1%+20.4pp | 78.5%+16.0pp | 67.9%+26.6pp |
| Annual return | 16.33% | 20.60%-4.3pp | -137.18%+153.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,049 | $2,622-60.0% | $4,320-75.7% | $2,588-59.5% |
| Participant deferral / active EE | $4,730 | $4,432+6.7% | $5,820-18.7% | $4,289+10.3% |
| Admin fee / account holder | $52 | $1,729-97.0% | $10,614-99.5% | $1,587-96.7% |