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 | $355,360 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO Service code 13 · EIN 39-6037917 | Contract Administrator | $118,205 |
Filed as: ALPHA CONSULTING LLC Service code 13 · EIN 39-1859759 | Contract Administrator | $74,000 |
Filed as: MICHAEL BEST & FRIEDRICH Service code 27 · EIN 39-0934985 | Advisory (Plan) | $12,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,941 | $130,141-4.8% | $86,677+43.0% | $77,904+59.1% |
| Participation rate | 96.2% | 85.9%+10.3pp | 76.6%+19.7pp | 73.7%+22.6pp |
| Annual return | -12.77% | -12.75%0pp | 35.91%-48.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $4,312 | $3,220+33.9% | $2,836+52.0% | $2,848+51.4% |
| Participant deferral / active EE | $7,152 | $5,757+24.2% | $4,656+53.6% | $4,806+48.8% |
| Admin fee / account holder | $137 | $132+4.1% | $7,493-98.2% | $133+3.5% |