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 FUNDS7+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $68,239 |
BEENE GARTER LLP7+ years Service code 13 BEENE GARTER LLP · GRAND RAPIDS, MI 49503 | Contract Administrator | $10,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,742 | $93,131-4.7% | $106,548-16.7% | $86,799+2.2% |
| Participation rate | 79.7% | 81.4%-1.7pp | 76.1%+3.6pp | 72.3%+7.4pp |
| Annual return | 20.03% | 19.45%+0.6pp | 26.80%-6.8pp | 97.91%-77.9pp |
| Employer contribution / active EE | $1,805 | $2,895-37.7% | $2,819-36.0% | $2,405-25.0% |
| Participant deferral / active EE | $3,979 | $4,708-15.5% | $4,398-9.5% | $4,131-3.7% |
| Admin fee / account holder | $32 | $145-78.2% | $7,407-99.6% | $170-81.3% |