Filed July 18, 2013 (most recent of 2 filings on file)
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 6-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 FUNDS2+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55 | Other Commissions | $63,998 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $15,350 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,823 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,502 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,953 | $85,135+16.2% | $98,9070% | $73,409+34.8% |
| Participation rate | 92.9% | 81.1%+11.8pp | 76.0%+16.9pp | 72.2%+20.7pp |
| Annual return | 23.17% | 19.14%+4.0pp | 196.43%-173.3pp | 59.29%-36.1pp |
| Employer contribution / active EE | $2,893 | $2,721+6.3% | $2,689+7.6% | $2,234+29.5% |
| Participant deferral / active EE | $3,121 | $4,349-28.2% | $4,244-26.5% | $3,805-18.0% |
| Admin fee / account holder | $37 | $139-73.8% | $6,642-99.4% | $158-76.9% |