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 FUNDS4 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $36,807 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,001 |
PENSION INC.4 years Service code 15 · EIN 39-1955089 | Recordkeeping | $2,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,246 | $59,263+21.9% | $96,562-25.2% | $79,386-9.0% |
| Participation rate | 66.8% | 61.9%+4.9pp | 69.8%-3.0pp | 70.7%-3.9pp |
| Annual return | 13.35% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,114 | $1,216-8.4% | $2,356-52.7% | $2,427-54.1% |
| Participant deferral / active EE | $2,424 | $2,948-17.8% | $3,849-37.0% | $4,046-40.1% |
| Admin fee / account holder | $277 | $658-58.0% | $6,181-95.5% | $626-55.8% |