Filed December 30, 2014
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 8-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 Filed as: BAKER TILLITY Service code 10 · EIN 30-1413443 | Accounting | $5,320 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,102 | $44,960-17.5% | $84,966-56.3% | $74,495-50.2% |
| Participation rate | 95.5% | 49.4%+46.1pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 26.06% | 26.24%-0.2pp | 66.38%-40.3pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $1,840 | $1,457+26.2% | $2,727-32.5% | $2,623-29.9% |
| Participant deferral / active EE | $8,636 | $2,731+216.2% | $4,519+91.1% | $4,346+98.7% |
| Admin fee / account holder | $1 | $2,209-99.9% | $6,149-100.0% | $1,942-99.9% |