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 | $45,610 |
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $38,551 |
PENSION INC.8 years Service code 15 · EIN 39-1955089 | Recordkeeping | $3,964 |
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 | $76,904 | $56,767+35.5% | $101,794-24.5% | $85,563-10.1% |
| Participation rate | 57.3% | 57.6%-0.3pp | 69.2%-11.9pp | 66.0%-8.7pp |
| Annual return | 14.31% | 17.76%-3.5pp | 30.53%-16.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $954 | $1,112-14.2% | $2,289-58.3% | $2,654-64.1% |
| Participant deferral / active EE | $2,347 | $2,720-13.7% | $4,084-42.5% | $4,375-46.4% |
| Admin fee / account holder | $404 | $1,098-63.2% | $8,777-95.4% | $834-51.5% |