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 FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $26,899 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,251 |
PENSION INC.2 years Service code 15 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Recordkeeping | $3,012 |
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 | $46,128 | $40,174+14.8% | $84,015-45.1% | $67,579-31.7% |
| Participation rate | 71.6% | 62.7%+8.9pp | 69.0%+2.6pp | 71.3%+0.3pp |
| Annual return | 21.56% | 25.82%-4.3pp | 71.31%-49.7pp | 378.56%-357.0pp |
| Employer contribution / active EE | $942 | $808+16.7% | $1,983-52.5% | $2,148-56.1% |
| Participant deferral / active EE | $1,998 | $2,301-13.2% | $3,239-38.3% | $3,539-43.6% |
| Admin fee / account holder | $178 | $128+38.8% | $6,101-97.1% | $142+25.1% |