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 FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $28,749 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,881 |
PENSION INC.3 years Service code 15 · EIN 39-1955089 | Recordkeeping | $4,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,156 | $51,355+23.0% | $90,951-30.6% | - |
| Participation rate | 67.9% | 56.3%+11.5pp | 69.0%-1.1pp | - |
| Annual return | 15.80% | 22.61%-6.8pp | 134.60%-118.8pp | - |
| Employer contribution / active EE | $939 | $901+4.2% | $2,122-55.7% | - |
| Participant deferral / active EE | $2,012 | $2,212-9.0% | $3,373-40.3% | - |
| Admin fee / account holder | $231 | $7,937-97.1% | $5,959-96.1% | - |