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 | $48,361 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 22 · EIN 39-1236032 | Insurance Broker | $35,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,070 | $54,701+99.4% | $86,188+26.5% | $71,457+52.6% |
| Participation rate | 92.9% | 60.1%+32.7pp | 69.0%+23.9pp | 67.9%+24.9pp |
| Annual return | 18.74% | 20.06%-1.3pp | 1168.45%-1149.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $3,935 | $1,265+211.0% | $2,380+65.3% | $2,588+52.1% |
| Participant deferral / active EE | $7,489 | $3,108+140.9% | $3,985+87.9% | $4,289+74.6% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,852-95.2% | $1,587-79.5% |