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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,595 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO., INC. Service code 22 · EIN 39-1236032 | Insurance Broker | $30,243 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 03-1560462 | Recordkeeping | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,591 | $60,892+48.8% | $82,389+10.0% | $84,808+6.8% |
| Participation rate | 84.6% | 63.3%+21.3pp | 69.5%+15.1pp | 68.3%+16.3pp |
| Annual return | 13.84% | 37.29%-23.5pp | 28.67%-14.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,458 | $1,779+38.2% | $2,517-2.3% | $2,631-6.6% |
| Participant deferral / active EE | $6,414 | $3,179+101.8% | $4,155+54.4% | $4,212+52.3% |
| Admin fee / account holder | $647 | $5,467-88.2% | $7,231-91.1% | $7,344-91.2% |