Filed June 28, 1995
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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD & CO. Service code 28 777 E WISCONSIN AVE. · MILWAUKEE, WI 53202 | Investment Management | $103,136 |
AON CONSULTING2+ years Filed as: AON HEWITT CORPORATION Service code 11 200 E RANDOLPH ST. · CHICAGO, IL 60601 | Actuarial | $87,564 |
Service code 27 111 E. KILBOURN AVE., SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $40,000 |
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL GROUP Service code 13 111 E KILBOURN AVE. · MILWAUKEE, WI 53202 | Contract Administrator | $36,703 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 3.83% | 17.94%-14.1pp | 5.44%-1.6pp | 7.18%-3.4pp |
| Employer contribution / active EE | $17,544 | $12,263+43.1% | $25,481-31.1% | $13,095+34.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |