See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $26,760 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,555 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,104 | $122,239-44.3% | $184,203-63.0% | $74,495-8.6% |
| Participation rate | 95.4% | 85.5%+9.9pp | 86.8%+8.6pp | 67.2%+28.2pp |
| Annual return | 14.76% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $967 | $4,537-78.7% | $6,427-85.0% | $2,623-63.1% |
| Participant deferral / active EE | $6,794 | $7,139-4.8% | $9,131-25.6% | $4,346+56.3% |
| Admin fee / account holder | $144 | $1,260-88.5% | $13,901-99.0% | $1,942-92.6% |