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 | $49,619 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL Service code 27 · EIN 43-0538770 | Advisory (Plan) | $26,671 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $84,664 | $86,332-1.9% | $125,175-32.4% | $65,185+29.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 24.98% | 27.43%-2.5pp | 43.79%-18.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,097 | $2,040+2.8% | $3,865-45.7% | $2,177-3.6% |
| Participant deferral / active EE | $4,632 | $3,537+30.9% | $4,937-6.2% | $3,514+31.8% |
| Admin fee / account holder | $4 | $609-99.3% | $9,702-100.0% | $847-99.5% |