Filed June 6, 2018 (most recent of 3 filings on file)
Total covered: 18 employees
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 37 · EIN 04-2647786 | Loan Processing | $131,492 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $75,000 |
BAKER TILLY US, LLP3 years Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $18,682 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,193 | $110,299+63.4% | $102,423+75.9% | $199,593-9.7% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 12.87% | 35.73%-22.9pp | 29.32%-16.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $6,407 | $3,603+77.8% | $3,023+111.9% | $3,034+111.2% |
| Participant deferral / active EE | $8,734 | $6,376+37.0% | $5,053+72.9% | $5,087+71.7% |
| Admin fee / account holder | $81 | $122-34.1% | $9,451-99.1% | $269-70.0% |