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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $671,234 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD AND COMPANY, INC. Service code 50 · EIN 39-6037917 | Direct Payment | $116,399 |
MICHAEL BEST & FRIEDRICH LLP2 years Service code 29 · EIN 39-0934985 | Legal | $15,384 |
Service code 50 · EIN 39-1859759 | Direct Payment | $7,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,715 | $105,247+9.9% | $87,100+32.9% | $77,787+48.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 19.56% | 24.52%-5.0pp | 28.19%-8.6pp | 32.57%-13.0pp |
| Employer contribution / active EE | $2,736 | $2,895-5.5% | $2,521+8.5% | $2,504+9.3% |
| Participant deferral / active EE | $4,207 | $5,060-16.9% | $4,049+3.9% | $3,967+6.0% |
| Admin fee / account holder | $175 | $104+67.9% | $7,497-97.7% | $100+75.3% |