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 INSURANCE SERVICES INC2 years Filed as: RWBAIRD Service code 26 · EIN 39-6037917 | Advisory (Participants) | $200,823 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,089 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,565 | $131,799+210.7% | $200,582+104.2% | $85,563+378.7% |
| Participation rate | 96.7% | 87.9%+8.7pp | 86.9%+9.8pp | 66.0%+30.7pp |
| Annual return | 16.36% | 21.59%-5.2pp | 42.33%-26.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $13,097 | $4,532+189.0% | $6,419+104.0% | $2,654+393.6% |
| Participant deferral / active EE | $20,020 | $7,702+159.9% | $9,331+114.5% | $4,375+357.6% |
| Admin fee / account holder | $160 | $235-32.0% | $16,305-99.0% | $834-80.8% |