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 FUNDS10+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $62,374 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW GRAND RAPICS PLLC Service code 13 DOEREN MAYHEW GRAND RAPIDS PLLC · GRAND RAPIDS, MI 49503 | Contract Administrator | $6,024 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 EMPOWER ANNUITY INS CO OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,407 | $92,055-20.3% | $106,213-30.9% | $77,643-5.5% |
| Participation rate | 91.1% | 81.0%+10.1pp | 75.3%+15.8pp | 70.6%+20.5pp |
| Annual return | 16.41% | 17.91%-1.5pp | 116.14%-99.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,016 | $3,367-40.1% | $3,171-36.4% | $2,726-26.1% |
| Participant deferral / active EE | $4,496 | $5,386-16.5% | $5,016-10.4% | $4,647-3.3% |
| Admin fee / account holder | $21 | $219-90.5% | $11,033-99.8% | $430-95.2% |