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 | Finders' fees / placement fees; Direc... | $85,358 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $83,301 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,800 |
NATIONAL FINANCIAL SERVICES5+ 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 | $113,702 | $55,790+103.8% | $76,817+48.0% | $67,579+68.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 22.48% | 64.45%-42.0pp | 1166.11%-1143.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,840 | $1,810+222.6% | $2,302+153.7% | $2,148+171.9% |
| Participant deferral / active EE | $7,587 | $2,875+163.9% | $3,336+127.4% | $3,539+114.4% |
| Admin fee / account holder | $279 | $159+75.1% | $6,420-95.7% | $142+95.8% |