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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $75,395 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD CO. INC Service code 27 777 EAST WISCONSIN · MILWAUKEE, WI 53202 | Advisory (Plan) | $70,828 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,312 | $53,925+71.2% | $75,670+22.0% | $69,631+32.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 17.05% | 17.84%-0.8pp | 27.34%-10.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $5,579 | $1,802+209.6% | $2,352+137.2% | $2,032+174.5% |
| Participant deferral / active EE | $7,257 | $2,569+182.4% | $3,142+130.9% | $3,224+125.1% |
| Admin fee / account holder | $238 | $97+145.2% | $5,800-95.9% | $110+115.6% |