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 | $359,563 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $150,101 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $50,019 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $46,234 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $20,611 |
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 | $269,314 | $168,477+59.9% | $105,387+155.5% | $77,787+246.2% |
| Participation rate | 99.3% | 91.6%+7.6pp | 82.6%+16.7pp | 73.2%+26.1pp |
| Annual return | 26.26% | 25.62%+0.6pp | 26.82%-0.6pp | 32.57%-6.3pp |
| Employer contribution / active EE | $8,240 | $4,957+66.3% | $4,213+95.6% | $2,504+229.0% |
| Participant deferral / active EE | $9,368 | $8,141+15.1% | $5,502+70.3% | $3,967+136.1% |
| Admin fee / account holder | $114 | $103+11.3% | $6,559-98.3% | $100+14.0% |