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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $355,034 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $270,451 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $41,160 |
BAIRD FUNDS8 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $13,558 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $8,533 |
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 | $398,286 | $188,991+110.7% | $103,476+284.9% | $199,593+99.5% |
| Participation rate | 97.3% | 93.2%+4.1pp | 80.5%+16.8pp | 72.0%+25.3pp |
| Annual return | 17.22% | 15.75%+1.5pp | 23.90%-6.7pp | 34.25%-17.0pp |
| Employer contribution / active EE | $6,969 | $6,583+5.9% | $4,672+49.2% | $3,034+129.7% |
| Participant deferral / active EE | $13,250 | $10,334+28.2% | $6,623+100.1% | $5,087+160.5% |
| Admin fee / account holder | $139 | $114+21.4% | $9,413-98.5% | $269-48.3% |