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 | $388,238 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 13 · EIN 39-6037917 | Contract Administrator | $118,206 |
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA INVESTMENT CONSULT Service code 13 · EIN 39-1859759 | Contract Administrator | $73,856 |
MICHAEL BEST & FRIEDRICH LLP2 years Filed as: MICHAEL BEST & FRIEDRICH Service code 29 · EIN 39-0934985 | Legal | $14,301 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,824 | $104,697+39.3% | $96,544+51.0% | $80,160+81.9% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.0%+20.6pp | 72.9%+23.6pp |
| Annual return | 11.83% | 21.78%-10.0pp | 25.84%-14.0pp | 40.38%-28.6pp |
| Employer contribution / active EE | $4,231 | $3,536+19.7% | $2,965+42.7% | $2,978+42.1% |
| Participant deferral / active EE | $6,666 | $6,188+7.7% | $4,851+37.4% | $5,017+32.9% |
| Admin fee / account holder | $126 | $107+18.1% | $8,252-98.5% | $145-13.0% |