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 | $142,740 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & COMPANY Service code 10 · EIN 39-6037917 | Accounting | $82,200 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $4,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,748 | $176,491+5.8% | $95,952+94.6% | $90,288+106.8% |
| Participation rate | 97.9% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 12.38% | 20.14%-7.8pp | 91.61%-79.2pp | 53.97%-41.6pp |
| Employer contribution / active EE | $2,376 | $2,789-14.8% | $2,541-6.5% | $2,524-5.9% |
| Participant deferral / active EE | $7,103 | $5,340+33.0% | $4,167+70.5% | $4,232+67.8% |
| Admin fee / account holder | $100 | $154-35.0% | $6,795-98.5% | $114-12.1% |