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 | $56,913 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $34,456 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $51,915 | $69,823-25.6% | $77,163-32.7% | $74,419-30.2% |
| Participation rate | 97.8% | 70.0%+27.8pp | 69.6%+28.3pp | 70.7%+27.1pp |
| Annual return | 13.72% | 19.98%-6.3pp | 37.87%-24.2pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,899 | $2,150-11.7% | $2,535-25.1% | $2,637-28.0% |
| Participant deferral / active EE | $5,699 | $3,558+60.2% | $3,833+48.7% | $4,528+25.9% |
| Admin fee / account holder | $128 | $398-67.8% | $5,472-97.7% | $348-63.2% |