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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.
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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 INC6+ years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 33-0751074 20 PACIFICA, SUITE 1400 · IRVINE, CA 926187466 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 33-0043744 23046 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,721 | $52,670-72.1% | $90,404-83.7% | $73,409-79.9% |
| Participation rate | 21.7% | 67.7%-45.9pp | 72.7%-50.9pp | 72.2%-50.4pp |
| Annual return | 14.67% | 20.70%-6.0pp | 1293.02%-1278.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $292 | $1,872-84.4% | $3,262-91.1% | $2,234-86.9% |
| Participant deferral / active EE | $406 | $2,807-85.5% | $3,963-89.8% | $3,805-89.3% |
| Admin fee / account holder | $21 | $117-81.9% | $5,611-99.6% | $158-86.6% |