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 | Claims processing; Float revenue; Dis... | $82,258 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD, INC. Service code 16 · EIN 39-6037917 | Consulting | $75,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,275 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $126,689 | $40,174+215.4% | $84,015+50.8% | $67,579+87.5% |
| Participation rate | 89.8% | 62.7%+27.1pp | 69.0%+20.7pp | 71.3%+18.5pp |
| Annual return | 24.27% | 25.82%-1.5pp | 71.31%-47.0pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,022 | $808+150.3% | $1,983+1.9% | $2,148-5.9% |
| Participant deferral / active EE | $4,023 | $2,301+74.8% | $3,239+24.2% | $3,539+13.7% |
| Admin fee / account holder | $194 | $128+51.0% | $6,101-96.8% | $142+36.2% |