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 FUNDS5 years Filed as: ROBERT W BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $91,676 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $49,233 |
ASSET HEALTH, INC3 years Service code 49 · EIN 65-1258234 | Other Services | $8,779 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,362 | $56,503+36.9% | $70,092+10.4% | $64,808+19.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -15.56% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,494 | $2,046+168.5% | $2,559+114.7% | $2,506+119.2% |
| Participant deferral / active EE | $6,955 | $3,389+105.2% | $3,849+80.7% | $4,310+61.4% |
| Admin fee / account holder | $143 | $160-10.7% | $6,267-97.7% | $188-23.7% |