Filed March 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD, INC. Service code 16 · EIN 39-6037917 | Consulting | $80,000 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $76,560 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,600 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,083 | $33,745+169.9% | $64,105+42.1% | $55,191+65.0% |
| Participation rate | 93.1% | 59.4%+33.8pp | 68.2%+25.0pp | 69.2%+24.0pp |
| Annual return | 0.24% | 4.95%-4.7pp | 791.24%-791.0pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,143 | $641+234.4% | $1,820+17.8% | $1,899+12.9% |
| Participant deferral / active EE | $3,546 | $1,929+83.8% | $2,822+25.7% | $3,046+16.4% |
| Admin fee / account holder | $201 | $94+113.5% | $4,499-95.5% | $91+121.8% |