Filed February 11, 2011
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 |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $17,637 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD Service code 27 777 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,198 |
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 | $38,177 | $48,064-20.6% | $78,778-51.5% | $69,631-45.2% |
| Participation rate | 74.4% | 61.6%+12.9pp | 69.2%+5.2pp | 70.7%+3.7pp |
| Annual return | 16.50% | 21.81%-5.3pp | 35.62%-19.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $823 | $744+10.6% | $1,986-58.6% | $2,032-59.5% |
| Participant deferral / active EE | $1,518 | $2,079-27.0% | $2,958-48.7% | $3,224-52.9% |
| Admin fee / account holder | $37 | $152-75.8% | $5,134-99.3% | $110-66.6% |