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 | Direct payment from the plan; Claims ... | $106,610 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $83,508 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $10,900 |
ASSET HEALTH, INC1 year Service code 49 · EIN 65-1258234 | Other Services | $6,263 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,398 | $61,473+107.2% | $81,930+55.5% | $73,409+73.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 17.23% | 28.26%-11.0pp | 29.49%-12.3pp | 59.29%-42.1pp |
| Employer contribution / active EE | $6,233 | $1,898+228.5% | $4,310+44.6% | $2,234+179.1% |
| Participant deferral / active EE | $8,290 | $3,080+169.1% | $7,107+16.7% | $3,805+117.9% |
| Admin fee / account holder | $318 | $125+153.8% | $5,158-93.8% | $158+101.7% |