Filed October 16, 2015 (most recent of 2 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 13-3689044 | Recordkeeping | $44,838 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-1236032 | Consulting | $33,723 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,083 | $49,451+104.4% | $79,550+27.1% | $66,914+51.1% |
| Participation rate | 92.6% | 61.3%+31.3pp | 69.5%+23.2pp | 69.8%+22.8pp |
| Annual return | -16.66% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $5,174 | $1,266+308.8% | $2,413+114.4% | $2,544+103.4% |
| Participant deferral / active EE | $7,508 | $3,159+137.7% | $3,985+88.4% | $4,237+77.2% |
| Admin fee / account holder | $336 | $595-43.4% | $6,832-95.1% | $593-43.3% |