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 FUNDS6 years Filed as: ROBERT W BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $91,060 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $79,746 |
ASSET HEALTH, INC4 years Service code 26 · EIN 65-1258234 | Advisory (Participants) | $8,892 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,870 | $69,823+38.7% | $77,163+25.5% | $74,419+30.2% |
| Participation rate | 94.3% | 70.0%+24.3pp | 69.6%+24.7pp | 70.7%+23.5pp |
| Annual return | 18.54% | 19.98%-1.4pp | 37.87%-19.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $11,277 | $2,150+424.5% | $2,535+344.9% | $2,637+327.6% |
| Participant deferral / active EE | $14,129 | $3,558+297.1% | $3,833+268.6% | $4,528+212.0% |
| Admin fee / account holder | $176 | $398-55.8% | $5,472-96.8% | $348-49.5% |