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 FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $30,124 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,348 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,534 | $122,239-49.7% | $184,203-66.6% | $74,495-17.4% |
| Participation rate | 88.6% | 85.5%+3.1pp | 86.8%+1.8pp | 67.2%+21.4pp |
| Annual return | 13.66% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,492 | $4,537-67.1% | $6,427-76.8% | $2,623-43.1% |
| Participant deferral / active EE | $6,731 | $7,139-5.7% | $9,131-26.3% | $4,346+54.9% |
| Admin fee / account holder | $384 | $1,260-69.5% | $13,901-97.2% | $1,942-80.2% |