Filed November 4, 2014 (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 |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD INC. Service code 16 · EIN 39-6037917 | Consulting | $40,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,145 |
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 | $132,490 | $77,559+70.8% | $68,793+92.6% | $75,289+76.0% |
| Participation rate | 98.0% | 78.3%+19.7pp | 72.2%+25.7pp | 72.4%+25.6pp |
| Annual return | -4.42% | -1.01%-3.4pp | -4.63%+0.2pp | -0.04%-4.4pp |
| Employer contribution / active EE | $7,645 | $1,993+283.6% | $2,625+191.2% | $2,405+217.9% |
| Participant deferral / active EE | $5,442 | $3,128+74.0% | $3,311+64.4% | $3,739+45.6% |
| Admin fee / account holder | $21 | $90-77.2% | $5,131-99.6% | $102-79.9% |