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 FUNDS4+ years Filed as: ROBERT W BAIRD & CO Service code 55 · EIN 39-6037917 | Other Commissions | $58,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,509 | $78,852-57.5% | $76,768-56.4% | $75,289-55.5% |
| Participation rate | 87.6% | 85.0%+2.7pp | 77.0%+10.7pp | 72.4%+15.2pp |
| Annual return | -6.33% | -1.29%-5.0pp | 2.43%-8.8pp | -0.04%-6.3pp |
| Employer contribution / active EE | $2,100 | $2,794-24.9% | $2,485-15.5% | $2,405-12.7% |
| Participant deferral / active EE | $3,025 | $4,800-37.0% | $3,852-21.5% | $3,739-19.1% |
| Admin fee / account holder | $19 | $79-76.4% | $6,675-99.7% | $102-81.8% |