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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $68,623 |
BAIRD FUNDS4+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 16 · EIN 39-6037917 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Consulting | $59,124 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $101,882 | $56,443+80.5% | $83,848+21.5% | $55,725+82.8% |
| Participation rate | 95.3% | 72.0%+23.3pp | 76.1%+19.2pp | 70.9%+24.5pp |
| Annual return | -3.90% | 393.67%-397.6pp | 850.88%-854.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,857 | $2,682+43.8% | $3,631+6.2% | $2,078+85.6% |
| Participant deferral / active EE | $6,132 | $2,965+106.8% | $4,082+50.2% | $3,356+82.8% |
| Admin fee / account holder | $232 | $156+48.4% | $5,478-95.8% | $115+101.3% |