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 | $407,461 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS,INC. Service code 26 · EIN 04-2654524 | Advisory (Participants) | $140,438 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & COMPANY Service code 27 · EIN 39-6037917 | Advisory (Plan) | $33,126 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $20,276 |
Filed as: REINHART, BOERNER, VANDEUREN Service code 29 · EIN 39-1126909 | Legal | $9,116 |
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 | $311,164 | $187,277+66.2% | $112,977+175.4% | $90,288+244.6% |
| Participation rate | 98.7% | 91.6%+7.1pp | 82.6%+16.2pp | 73.4%+25.4pp |
| Annual return | 15.57% | 26.33%-10.8pp | 24.24%-8.7pp | 53.97%-38.4pp |
| Employer contribution / active EE | $8,682 | $5,263+65.0% | $4,255+104.1% | $2,524+244.0% |
| Participant deferral / active EE | $10,023 | $8,833+13.5% | $5,836+71.8% | $4,232+136.8% |
| Admin fee / account holder | $115 | $102+13.7% | $6,294-98.2% | $114+1.2% |