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 FUNDS7+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 27 · EIN 39-6037917 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $77,564 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $60,637 |
NATIONAL FINANCIAL SERVICES7+ 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 | $146,119 | $78,275+86.7% | $109,143+33.9% | $86,799+68.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.95% | 19.14%-4.2pp | 25.75%-10.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,854 | $3,105+24.1% | $3,722+3.6% | $2,405+60.2% |
| Participant deferral / active EE | $7,273 | $3,641+99.8% | $4,653+56.3% | $4,131+76.1% |
| Admin fee / account holder | $242 | $198+21.7% | $6,752-96.4% | $170+42.5% |