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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $94,928 |
BAIRD FUNDS4+ years Filed as: ROBERT W. BAIRD, INC. Service code 16 · EIN 39-6037917 | Consulting | $75,000 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $104,133 | $35,485+193.5% | $74,550+39.7% | $55,725+86.9% |
| Participation rate | 90.2% | 62.5%+27.6pp | 69.1%+21.0pp | 70.9%+19.3pp |
| Annual return | -4.69% | 0.72%-5.4pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,052 | $777+164.0% | $1,961+4.6% | $2,078-1.3% |
| Participant deferral / active EE | $3,884 | $2,181+78.1% | $3,108+25.0% | $3,356+15.8% |
| Admin fee / account holder | $212 | $114+85.3% | $5,060-95.8% | $115+84.0% |