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 FUNDS9+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $50,350 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPICS PLLC Service code 13 DOEREN MAYHEW GRAND RAPIDS PLLC · GRAND RAPIDS, MI 49503 | Contract Administrator | $7,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 EMPOWER ANNUITY INSURANCE COMPANY · 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 | $70,306 | $84,784-17.1% | $98,439-28.6% | $74,419-5.5% |
| Participation rate | 87.4% | 81.5%+5.9pp | 75.2%+12.3pp | 70.7%+16.7pp |
| Annual return | 16.52% | 20.59%-4.1pp | 21.16%-4.6pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,882 | $3,364-44.1% | $3,048-38.3% | $2,637-28.6% |
| Participant deferral / active EE | $4,351 | $5,218-16.6% | $4,738-8.2% | $4,528-3.9% |
| Admin fee / account holder | $27 | $204-86.9% | $8,948-99.7% | $348-92.3% |