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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $522,876 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $151,193 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $41,795 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $20,276 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $6,316 |
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 | $425,390 | $187,277+127.1% | $112,977+276.5% | $90,288+371.1% |
| Participation rate | 96.4% | 91.6%+4.8pp | 82.6%+13.8pp | 73.4%+23.0pp |
| Annual return | 17.22% | 26.33%-9.1pp | 24.24%-7.0pp | 53.97%-36.7pp |
| Employer contribution / active EE | $5,100 | $5,263-3.1% | $4,255+19.9% | $2,524+102.1% |
| Participant deferral / active EE | $12,246 | $8,833+38.6% | $5,836+109.9% | $4,232+189.4% |
| Admin fee / account holder | $155 | $102+52.9% | $6,294-97.5% | $114+36.2% |