See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 26 · EIN 39-6037917 | Advisory (Participants) | $27,268 |
PENSION ASSURANCE LLP3+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,546 | $75,284-56.8% | $91,001-64.2% | $69,631-53.3% |
| Participation rate | 71.0% | 80.4%-9.4pp | 75.6%-4.6pp | 70.7%+0.3pp |
| Annual return | 16.00% | 48.40%-32.4pp | 4.60%+11.4pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,841 | $2,473-25.5% | $2,456-25.0% | $2,032-9.4% |
| Participant deferral / active EE | $2,352 | $3,700-36.4% | $3,547-33.7% | $3,224-27.0% |
| Admin fee / account holder | $55 | $111-50.0% | $5,417-99.0% | $110-50.0% |