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 FUNDS4+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PPO BOX 88499 · MILWAUKEE, WI 53288 | Other Commissions | $69,148 |
BAIRD FUNDS4+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55 | Other Commissions | $64,950 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $15,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC3120 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,747 | $81,908-10.0% | $90,749-18.7% | $64,808+13.8% |
| Participation rate | 94.6% | 80.5%+14.1pp | 75.7%+18.9pp | 71.5%+23.1pp |
| Annual return | -19.52% | -12.53%-7.0pp | -12.16%-7.4pp | 32.82%-52.3pp |
| Employer contribution / active EE | $2,683 | $3,065-12.5% | $2,921-8.1% | $2,506+7.1% |
| Participant deferral / active EE | $3,217 | $4,840-33.5% | $4,564-29.5% | $4,310-25.4% |
| Admin fee / account holder | $194 | $157+23.6% | $8,445-97.7% | $188+3.5% |