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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $390,601 |
BAIRD FUNDS6+ years Filed as: ROBERT W. BAIRD AND COMPANY, INC. Service code 28 · EIN 39-6037917 | Investment Management | $91,122 |
Service code 16 · EIN 39-1859759 | Consulting | $74,000 |
MICHAEL BEST & FRIEDRICH LLP3 years Service code 29 · EIN 39-0934985 | Legal | $9,827 |
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 | $125,196 | $176,491-29.1% | $95,952+30.5% | $90,288+38.7% |
| Participation rate | 95.8% | 86.6%+9.2pp | 77.1%+18.7pp | 73.4%+22.4pp |
| Annual return | 12.71% | 20.14%-7.4pp | 91.61%-78.9pp | 53.97%-41.3pp |
| Employer contribution / active EE | $3,163 | $2,789+13.4% | $2,541+24.5% | $2,524+25.3% |
| Participant deferral / active EE | $4,394 | $5,340-17.7% | $4,167+5.5% | $4,232+3.8% |
| Admin fee / account holder | $131 | $154-15.2% | $6,795-98.1% | $114+14.6% |