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 FUNDS5 years Filed as: ROBERT W. BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $24,255 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 12 | Account maintenance fees; Custodial (... | $11,371 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,293 | $58,320+87.4% | $86,436+26.4% | $66,914+63.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 7.66% | -9.71%+17.4pp | 4394.89%-4387.2pp | 1.58%+6.1pp |
| Employer contribution / active EE | $1,709 | $2,615-34.6% | $3,769-54.6% | $2,544-32.8% |
| Participant deferral / active EE | $6,387 | $6,899-7.4% | $6,952-8.1% | $4,237+50.7% |
| Admin fee / account holder | $199 | $546-63.5% | $6,731-97.0% | $593-66.4% |