Filed February 5, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $7,480 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,495 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,791 | $58,264-54.0% | $86,612-69.1% | $71,457-62.5% |
| Participation rate | 98.8% | 65.0%+33.8pp | 71.7%+27.1pp | 67.9%+30.9pp |
| Annual return | 23.63% | 21.63%+2.0pp | 591.07%-567.4pp | 28.85%-5.2pp |
| Employer contribution / active EE | $666 | $2,574-74.1% | $3,022-78.0% | $2,588-74.3% |
| Participant deferral / active EE | $3,253 | $3,436-5.3% | $4,438-26.7% | $4,289-24.2% |
| Admin fee / account holder | $45 | $1,057-95.7% | $5,614-99.2% | $1,587-97.2% |