Filed June 4, 2020 (most recent of 4 filings on file)
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 | $373,498 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD AND CO IN Service code 13 · EIN 39-6037917 | Contract Administrator | $123,294 |
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA INVESTMENT CONSULT Service code 13 · EIN 39-1859759 | Contract Administrator | $74,000 |
MICHAEL BEST & FRIEDRICH LLP3 years Filed as: MICHAEL BEST & FRIEDRICH Service code 29 · EIN 39-0934985 | Legal | $10,361 |
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 | $165,176 | $110,299+49.8% | $102,423+61.3% | $199,593-17.2% |
| Participation rate | 92.3% | 86.3%+6.0pp | 76.5%+15.8pp | 72.0%+20.3pp |
| Annual return | 11.43% | 35.73%-24.3pp | 29.32%-17.9pp | 34.25%-22.8pp |
| Employer contribution / active EE | $4,247 | $3,603+17.9% | $3,023+40.5% | $3,034+40.0% |
| Participant deferral / active EE | $6,473 | $6,376+1.5% | $5,053+28.1% | $5,087+27.3% |
| Admin fee / account holder | $127 | $122+3.9% | $9,451-98.7% | $269-52.7% |