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 | $407,577 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $255,062 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $42,000 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $13,490 |
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 | $368,678 | $167,950+119.5% | $112,887+226.6% | $80,160+359.9% |
| Participation rate | 97.2% | 94.5%+2.7pp | 80.5%+16.7pp | 72.9%+24.2pp |
| Annual return | 14.68% | 18.78%-4.1pp | 34.10%-19.4pp | 40.38%-25.7pp |
| Employer contribution / active EE | $6,123 | $6,272-2.4% | $4,563+34.2% | $2,978+105.6% |
| Participant deferral / active EE | $12,449 | $9,857+26.3% | $6,513+91.1% | $5,017+148.1% |
| Admin fee / account holder | $147 | $104+41.4% | $7,047-97.9% | $145+1.1% |