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 FUNDS11+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $70,150 |
DOEREN MAYHEW3 years Filed as: DOEREN MAYHEW GRAND RAPICS PLLC Service code 13 DOEREN MAYHEW GRAND RAPIDS PLLC · GRAND RAPIDS, MI 49503 | Contract Administrator | $6,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 EMPOWER ANNUITY INSURANCE COMPANY · 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 | $74,933 | $104,919-28.6% | $116,228-35.5% | $85,563-12.4% |
| Participation rate | 92.6% | 78.6%+14.0pp | 74.6%+18.0pp | 66.0%+26.6pp |
| Annual return | 14.85% | 15.38%-0.5pp | 90.06%-75.2pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,125 | $3,485-39.0% | $2,994-29.1% | $2,654-19.9% |
| Participant deferral / active EE | $4,830 | $5,306-9.0% | $4,953-2.5% | $4,375+10.4% |
| Admin fee / account holder | $22 | $429-95.0% | $11,989-99.8% | $834-97.4% |