Filed October 21, 2019 (most recent of 3 filings on file)
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 6-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 INC5+ years Service code 55 · EIN 43-0538770 | Other Commissions | $4,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,599 | $66,310-41.8% | $93,606-58.8% | $65,185-40.8% |
| Participation rate | 57.3% | 74.0%-16.6pp | 75.8%-18.5pp | 70.2%-12.9pp |
| Annual return | 21.28% | 42.58%-21.3pp | 32.76%-11.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $655 | $2,012-67.4% | $2,718-75.9% | $2,177-69.9% |
| Participant deferral / active EE | $1,816 | $3,342-45.7% | $4,069-55.4% | $3,514-48.3% |
| Admin fee / account holder | $25 | $6,897-99.6% | $7,888-99.7% | $847-97.1% |