Filed October 18, 2004
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 FUNDS4 years Filed as: ROBERT W. BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $23,053 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,224 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT TRUST COMPANY Service code 12 | Custodial (securities); Account maint... | $4,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,518 | $77,145+69.2% | $108,410+20.4% | $85,850+52.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 23.48% | 44.54%-21.1pp | 905.27%-881.8pp | 318.53%-295.1pp |
| Employer contribution / active EE | $1,786 | $2,379-24.9% | $3,558-49.8% | $2,565-30.4% |
| Participant deferral / active EE | $6,300 | $5,566+13.2% | $6,563-4.0% | $3,952+59.4% |
| Admin fee / account holder | $336 | $5,172-93.5% | $7,295-95.4% | $6,260-94.6% |