Filed June 13, 2007 (most recent of 2 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $47,826 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO, INC. Service code 16 · EIN 39-6037917 | Consulting | $43,782 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,413 | $34,495-66.9% | $78,689-85.5% | $63,975-82.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.8pp |
| Annual return | 6.35% | 11.62%-5.3pp | 62.18%-55.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $2,000 | $1,398+43.1% | $2,851-29.8% | $2,182-8.3% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $32 | $68-53.3% | $4,510-99.3% | $70-54.9% |