See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC6+ years Service code 49 · EIN 39-1236032 | Other Services | $20,467 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,756 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $8,748 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,700 | $79,519-27.4% | $95,952-39.9% | $73,409-21.4% |
| Participation rate | 96.1% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 16.42% | 19.20%-2.8pp | 91.61%-75.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,469 | $2,048+20.6% | $2,541-2.8% | $2,234+10.5% |
| Participant deferral / active EE | $4,804 | $4,138+16.1% | $4,167+15.3% | $3,805+26.2% |
| Admin fee / account holder | $23 | $184-87.6% | $6,795-99.7% | $158-85.5% |