Filed January 23, 2015 (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 |
|---|---|---|
Service code 37 · EIN 13-3689044 | Loan Processing | $44,560 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 27 · EIN 43-0538770 4690 FULTON · ADA, MI 49301 | Advisory (Plan) | $26,043 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $75,375 | $66,302+13.7% | $110,238-31.6% | $56,287+33.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.30% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,151 | $2,047+5.1% | $3,826-43.8% | $2,111+1.9% |
| Participant deferral / active EE | $6,161 | $3,381+82.2% | $4,672+31.9% | $3,350+83.9% |
| Admin fee / account holder | $4 | $698-99.4% | $8,547-100.0% | $521-99.2% |