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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.
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 INSURANCE SERVICES INC1+ years Filed as: BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $23,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,150 |
ASSET STRATEGY CONSULTANTS1+ years Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173959 | Advisory (Plan) | $6,470 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,321 | $75,183+56.0% | $123,892-5.3% | $55,167+112.7% |
| Participation rate | 81.8% | 72.8%+9.0pp | 81.4%+0.4pp | 69.0%+12.8pp |
| Annual return | 5.83% | 19.01%-13.2pp | 47.52%-41.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $3,398 | $2,823+20.3% | $4,617-26.4% | $1,963+73.1% |
| Participant deferral / active EE | $6,576 | $5,084+29.3% | $5,984+9.9% | $3,054+115.3% |
| Admin fee / account holder | $202 | $663-69.5% | $8,357-97.6% | $504-59.9% |