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 FUNDS5 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,471 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,805 |
PENSION INC.5 years Service code 15 · EIN 39-1955089 | Recordkeeping | $1,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,412 | $49,451+34.3% | $79,550-16.5% | $66,914-0.8% |
| Participation rate | 71.4% | 61.3%+10.0pp | 69.5%+1.9pp | 69.8%+1.6pp |
| Annual return | -18.03% | 84.25%-102.3pp | 0.16%-18.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,279 | $1,266+1.1% | $2,413-47.0% | $2,544-49.7% |
| Participant deferral / active EE | $2,938 | $3,159-7.0% | $3,985-26.3% | $4,237-30.7% |
| Admin fee / account holder | $283 | $595-52.5% | $6,832-95.9% | $593-52.4% |