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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,327 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $33,037 |
PENSION INC.6 years Service code 15 · EIN 39-1955089 | Recordkeeping | $1,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,156 | $54,701+22.8% | $86,188-22.1% | $71,457-6.0% |
| Participation rate | 68.1% | 60.1%+8.0pp | 69.0%-0.8pp | 67.9%+0.2pp |
| Annual return | 15.61% | 20.06%-4.4pp | 1168.45%-1152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,143 | $1,265-9.6% | $2,380-52.0% | $2,588-55.8% |
| Participant deferral / active EE | $2,585 | $3,108-16.8% | $3,985-35.1% | $4,289-39.7% |
| Admin fee / account holder | $328 | $1,922-82.9% | $6,852-95.2% | $1,587-79.3% |