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 FUNDS6+ years Filed as: ROBERT W. BAIRD, INC. Service code 16 · EIN 39-6037917 | Consulting | $75,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $56,346 |
NATIONAL FINANCIAL SERVICES6+ 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 | $135,494 | $64,286+110.8% | $90,951+49.0% | $73,409+84.6% |
| Participation rate | 83.7% | 63.6%+20.1pp | 69.0%+14.7pp | 72.2%+11.5pp |
| Annual return | 16.85% | 21.45%-4.6pp | 134.60%-117.7pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,830 | $895+104.6% | $2,122-13.8% | $2,234-18.1% |
| Participant deferral / active EE | $3,712 | $2,453+51.3% | $3,373+10.0% | $3,805-2.5% |
| Admin fee / account holder | $150 | $287-47.7% | $5,959-97.5% | $158-4.8% |