Filed September 12, 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 FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $118,601 |
SAFEGUARD SECURITIES, INC.2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,099 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 13 · EIN 54-1521351 | Contract Administrator | $46,823 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $21,325 |
THE LIBMAN ACTUARIAL GROUP, INC.2+ years Filed as: LIBMAN KADAVY & COMPANY Service code 11 · EIN 34-1635800 | Actuarial | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,034 | $80,753+202.2% | $136,294+79.1% | $62,292+291.8% |
| Participation rate | 97.6% | 73.5%+24.0pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 14.41% | 35.83%-21.4pp | 5155.94%-5141.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $14,120 | $2,884+389.6% | $4,695+200.7% | $2,042+591.4% |
| Participant deferral / active EE | $8,371 | $5,164+62.1% | $6,247+34.0% | $3,169+164.2% |
| Admin fee / account holder | $961 | $525+82.9% | $9,243-89.6% | $479+100.5% |