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 | Shareholder servicing fees; Participa... | $82,838 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $81,288 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,156 | $48,261+74.4% | $68,793+22.3% | $55,725+51.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -4.20% | -2.61%-1.6pp | -4.63%+0.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $6,025 | $1,742+245.8% | $2,625+129.5% | $2,078+189.9% |
| Participant deferral / active EE | $7,506 | $2,712+176.8% | $3,311+126.7% | $3,356+123.7% |
| Admin fee / account holder | $236 | $126+87.4% | $5,131-95.4% | $115+105.3% |