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 FUNDS6 years Filed as: ROBERT W. BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $26,552 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,486 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 12 | Claims processing; Account maintenanc... | $2,507 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,340 | $69,477+71.8% | $94,646+26.1% | $71,457+67.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 8.51% | 29.66%-21.2pp | 156.71%-148.2pp | 28.85%-20.3pp |
| Employer contribution / active EE | $1,967 | $2,853-31.1% | $3,672-46.4% | $2,588-24.0% |
| Participant deferral / active EE | $6,958 | $7,345-5.3% | $7,418-6.2% | $4,289+62.2% |
| Admin fee / account holder | $291 | $1,210-75.9% | $7,231-96.0% | $1,587-81.6% |