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 |
|---|---|---|
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $19,506 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,210 |
PENSION INC.1 year Service code 15 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Recordkeeping | $2,921 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,817 | $42,548-8.8% | $74,550-47.9% | $56,287-31.0% |
| Participation rate | 71.5% | 60.5%+11.0pp | 69.1%+2.3pp | 69.9%+1.6pp |
| Annual return | -7.73% | 12.40%-20.1pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,099 | $855+28.6% | $1,961-43.9% | $2,111-47.9% |
| Participant deferral / active EE | $2,118 | $2,277-7.0% | $3,108-31.9% | $3,350-36.8% |
| Admin fee / account holder | $147 | $467-68.5% | $5,060-97.1% | $521-71.8% |