Filed December 2, 1996
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 FUNDS4+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $43,464 |
BEENE GARTER LLP4+ years Service code 13 BEENE GARTER LLP · GRAND RAPIDS, MI 49503 | Contract Administrator | $6,516 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,532 | $65,223+5.1% | $80,019-14.4% | $55,725+23.0% |
| Participation rate | 71.4% | 80.6%-9.2pp | 75.8%-4.4pp | 70.9%+0.5pp |
| Annual return | -6.69% | 7.59%-14.3pp | 11.22%-17.9pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,407 | $2,544-44.7% | $2,468-43.0% | $2,078-32.3% |
| Participant deferral / active EE | $3,091 | $3,881-20.3% | $3,686-16.1% | $3,356-7.9% |
| Admin fee / account holder | $28 | $114-75.3% | $6,521-99.6% | $115-75.5% |