Filed May 29, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $342,710 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $329,814 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $42,840 |
BAIRD FUNDS9 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $13,474 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $5,367 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,462 | $103,975+313.0% | $96,707+344.1% | $103,975+313.0% |
| Participation rate | 97.0% | 72.5%+24.4pp | 80.4%+16.6pp | 72.5%+24.4pp |
| Annual return | 17.63% | 19.41%-1.8pp | 34.78%-17.2pp | 19.41%-1.8pp |
| Employer contribution / active EE | $7,448 | $3,722+100.1% | $4,191+77.7% | $3,722+100.1% |
| Participant deferral / active EE | $13,405 | $5,343+150.9% | $5,997+123.5% | $5,343+150.9% |
| Admin fee / account holder | $145 | $332-56.4% | $7,503-98.1% | $332-56.4% |