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 | $43,057 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $37,408 |
PENSION INC.7 years Service code 15 · EIN 39-1955089 | Recordkeeping | $2,465 |
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 | $69,303 | $59,417+16.6% | $93,606-26.0% | $74,495-7.0% |
| Participation rate | 64.0% | 59.7%+4.3pp | 68.7%-4.7pp | 67.2%-3.2pp |
| Annual return | 11.32% | 81.83%-70.5pp | 133.20%-121.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,080 | $1,264-14.5% | $2,420-55.4% | $2,623-58.8% |
| Participant deferral / active EE | $2,483 | $3,050-18.6% | $4,411-43.7% | $4,346-42.9% |
| Admin fee / account holder | $381 | $3,021-87.4% | $8,285-95.4% | $1,942-80.4% |