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 FUNDS3+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55 | Other Commissions | $79,242 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $14,425 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,096 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,018 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PPO BOX 88499 · MILWAUKEE, WI 53288 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,488 | $79,428+39.1% | $106,548+3.7% | $79,386+39.2% |
| Participation rate | 93.4% | 74.1%+19.3pp | 76.1%+17.3pp | 70.7%+22.7pp |
| Annual return | 15.59% | 18.27%-2.7pp | 26.80%-11.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $3,193 | $2,234+42.9% | $2,819+13.3% | $2,427+31.5% |
| Participant deferral / active EE | $3,689 | $3,823-3.5% | $4,398-16.1% | $4,046-8.8% |
| Admin fee / account holder | $41 | $523-92.2% | $7,407-99.5% | $626-93.5% |