Filed June 21, 2006
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,381 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY Service code 33 · EIN 43-0538770 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,179 | $74,089+12.3% | $133,980-37.9% | $55,167+50.8% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.1%+7.9pp | 69.0%+26.0pp |
| Annual return | 5.20% | 12.11%-6.9pp | 29.30%-24.1pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,920 | $3,064-37.3% | $5,211-63.2% | $1,963-2.2% |
| Participant deferral / active EE | $5,069 | $4,678+8.4% | $6,282-19.3% | $3,054+66.0% |
| Admin fee / account holder | $31 | $458-93.2% | $9,324-99.7% | $504-93.8% |