Filed May 10, 2018 (most recent of 4 filings on file)
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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC7 years Filed as: R.W. BAIRD & COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $376,590 |
ALLIANCE PENSION CONSULTANTS, LLC11+ years Service code 11 · EIN 36-4389114 | Actuarial | $205,187 |
Service code 28 · EIN 04-2956583 | Investment Management | $78,791 |
CARDINAL INVESTMENT ADVISORS11+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $70,908 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $69,002 |
ASSOCIATED TRUST COMPANY11+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $67,529 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 9.19% | 9.27%-0.1pp | 37.43%-28.2pp | 10.71%-1.5pp |
| Employer contribution / active EE | $0 | $14,139-100.0% | $38,058-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |