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 FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INC. Service code 16 · EIN 39-6037917 | Consulting | $169,927 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,025 |
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 | $356,141 | $111,608+219.1% | $177,821+100.3% | $73,409+385.1% |
| Participation rate | 98.6% | 87.9%+10.8pp | 87.7%+10.9pp | 72.2%+26.5pp |
| Annual return | 16.19% | 18.23%-2.0pp | 48.32%-32.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $11,463 | $3,796+202.0% | $5,918+93.7% | $2,234+413.2% |
| Participant deferral / active EE | $17,145 | $6,199+176.6% | $7,714+122.3% | $3,805+350.5% |
| Admin fee / account holder | $105 | $166-36.4% | $12,427-99.2% | $158-33.3% |