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 INC4+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $399,917 |
CARDINAL INVESTMENT ADVISORS4+ years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $152,473 |
Service code 11 · EIN 36-4389114 | Actuarial | $150,085 |
ASSOCIATED TRUST COMPANY4+ years Filed as: ASSOCIATED TRUST CO Service code 19 · EIN 39-1941673 | Securities Custodian | $72,110 |
PAUL A. BASSETT, FSA, EA1 year Service code 11 · EIN 39-1268299 | Actuarial | $55,289 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $23,946 |
GODFREY & KAHN1 year Filed as: GODFREY KAHN Service code 29 · EIN 39-1128206 | Legal | $16,452 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,080 |
WINKLEVOSS TECHNOLOGIES4+ years Service code 11 · EIN 06-1570269 | Actuarial | $14,434 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -6.37% | -1.12%-5.2pp | -2.18%-4.2pp | 0.19%-6.6pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |