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 12 · EIN 48-1205033 | Sub-transfer agency fees; Recordkeepi... | $26,352 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 8000 EXCELSIOR DRIVE · MADISON, WI 53717 | Advisory (Plan) | $9,618 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,638 | $45,825+283.3% | $90,645+93.8% | $56,287+212.0% |
| Participation rate | 88.2% | 66.7%+21.5pp | 74.0%+14.2pp | 69.9%+18.3pp |
| Annual return | 12.13% | 38.64%-26.5pp | 1.88%+10.2pp | -9.96%+22.1pp |
| Employer contribution / active EE | $862 | $1,372-37.1% | $2,532-65.9% | $2,111-59.1% |
| Participant deferral / active EE | $3,994 | $2,562+55.9% | $3,425+16.6% | $3,350+19.2% |
| Admin fee / account holder | $297 | $413-28.0% | $4,994-94.0% | $521-42.9% |