Filed August 30, 2023 (most recent of 3 filings on file)
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 FUNDS4+ years Filed as: ROBERT W. BAIRD Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $119,356 |
MERCER4+ years Filed as: WILLIAM M. MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $113,336 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT Service code 33 · EIN 39-1346018 | Securities brokerage | $108,134 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $89,735 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-0843888 | Contract Administrator | $31,510 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART PARTNERS Service code 29 · EIN 39-1711628 | Legal | $27,387 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 33 · EIN 04-3200030 | Securities brokerage | $22,727 |
SCHENCK SC4+ years Service code 10 · EIN 39-1173131 | Accounting | $10,700 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.23% | -2.68%-4.6pp | 12.68%-19.9pp | -0.69%-6.5pp |
| Employer contribution / active EE | $6,638 | $18,045-63.2% | $22,860-71.0% | $16,786-60.5% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |