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 FUNDS5 years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $22,498 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,279 |
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 | $46,884 | $51,045-8.2% | $70,515-33.5% | $71,457-34.4% |
| Participation rate | 95.0% | 59.4%+35.6pp | 68.3%+26.6pp | 67.9%+27.1pp |
| Annual return | 15.92% | 42.63%-26.7pp | 32.77%-16.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,826 | $1,790+2.0% | $2,973-38.6% | $2,588-29.4% |
| Participant deferral / active EE | $3,311 | $3,026+9.4% | $4,567-27.5% | $4,289-22.8% |
| Admin fee / account holder | $147 | $1,994-92.6% | $6,412-97.7% | $1,587-90.7% |