Filed June 11, 2019
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 |
|---|---|---|
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 672 · MILWAUKEE, WI 532010672 | Advisory (Plan) | $20,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,071 | $88,083-36.3% | $164,813-66.0% | $74,495-24.7% |
| Participation rate | 55.0% | 73.0%-18.0pp | 78.6%-23.6pp | 67.2%-12.2pp |
| Annual return | 11.17% | 17.26%-6.1pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $953 | $2,593-63.2% | $4,341-78.0% | $2,623-63.7% |
| Participant deferral / active EE | $2,569 | $4,498-42.9% | $6,031-57.4% | $4,346-40.9% |
| Admin fee / account holder | $155 | $2,234-93.1% | $12,690-98.8% | $1,942-92.0% |