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 |
|---|---|---|
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & CO, INC. Service code 16 · EIN 39-6037917 | Consulting | $48,004 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $47,986 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $12,549 | $41,256-69.6% | $86,590-85.5% | $77,958-83.9% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 17.36% | 17.67%-0.3pp | 964.84%-947.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,046 | $1,613+26.9% | $2,839-27.9% | $2,310-11.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $30 | $71-57.2% | $4,906-99.4% | $97-68.9% |