Filed April 26, 2006
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 |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD CO. INC Service code 27 777 EAST WISCONSIN · MILWAUKEE, WI 53202 | Advisory (Plan) | $69,145 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $67,844 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,292 | $50,106+70.2% | $70,014+21.8% | $57,658+47.9% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 15.57% | 14.58%+1.0pp | 12.99%+2.6pp | 5.13%+10.4pp |
| Employer contribution / active EE | $5,400 | $1,739+210.5% | $2,338+130.9% | $1,974+173.6% |
| Participant deferral / active EE | $6,594 | $2,486+165.3% | $2,931+125.0% | $3,061+115.5% |
| Admin fee / account holder | $219 | $89+145.3% | $4,380-95.0% | $95+131.5% |