Filed August 7, 2013 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,163 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $40,576 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,378 | $66,528-4.7% | $86,874-27.0% | $86,799-27.0% |
| Participation rate | 89.8% | 72.4%+17.5pp | 71.6%+18.2pp | 72.3%+17.6pp |
| Annual return | 14.15% | 19.56%-5.4pp | 63.52%-49.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,373 | $2,007-31.6% | $2,495-45.0% | $2,405-42.9% |
| Participant deferral / active EE | $4,925 | $3,240+52.0% | $3,699+33.1% | $4,131+19.2% |
| Admin fee / account holder | $173 | $148+16.7% | $5,828-97.0% | $170+1.9% |