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 FUNDS5+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $46,373 |
BEENE GARTER LLP5+ years Service code 13 BEENE GARTER LLP · GRAND RAPIDS, MI 49503 | Contract Administrator | $6,016 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,588 | $74,347+13.8% | $93,606-9.6% | $67,579+25.2% |
| Participation rate | 70.9% | 80.6%-9.7pp | 75.8%-4.9pp | 71.3%-0.3pp |
| Annual return | 28.08% | 28.07%0pp | 32.76%-4.7pp | 378.56%-350.5pp |
| Employer contribution / active EE | $1,563 | $2,583-39.5% | $2,718-42.5% | $2,148-27.2% |
| Participant deferral / active EE | $3,450 | $4,060-15.0% | $4,069-15.2% | $3,539-2.5% |
| Admin fee / account holder | $25 | $123-79.6% | $7,888-99.7% | $142-82.4% |