Filed December 16, 2013 (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 INC3+ years Filed as: STIFEL NICOLAUS & COMPANY Service code 33 · EIN 43-0538770 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,205 | $80,753+68.7% | $136,294-0.1% | $62,292+118.7% |
| Participation rate | 95.5% | 73.5%+22.0pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 15.45% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $3,164 | $2,884+9.7% | $4,695-32.6% | $2,042+54.9% |
| Participant deferral / active EE | $8,812 | $5,164+70.6% | $6,247+41.1% | $3,169+178.1% |
| Admin fee / account holder | $1 | $525-99.9% | $9,243-100.0% | $479-99.9% |