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 INC2 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $10,005 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,085 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,646 | $60,323-50.9% | $81,812-63.8% | $74,495-60.2% |
| Participation rate | 86.1% | 62.9%+23.2pp | 72.3%+13.7pp | 67.2%+18.9pp |
| Annual return | 28.06% | 16.90%+11.2pp | 773.79%-745.7pp | 1364.94%-1336.9pp |
| Employer contribution / active EE | $559 | $2,620-78.7% | $2,912-80.8% | $2,623-78.7% |
| Participant deferral / active EE | $3,119 | $3,387-7.9% | $4,319-27.8% | $4,346-28.2% |
| Admin fee / account holder | $54 | $1,486-96.4% | $7,386-99.3% | $1,942-97.2% |