Filed October 9, 2020 (most recent of 4 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 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 13 · EIN 06-1050034 | Contract Administrator | $62,727 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY- Service code 27 · EIN 43-0538770 | Advisory (Plan) | $22,420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,220 | $43,411+43.3% | $94,993-34.5% | $69,631-10.6% |
| Participation rate | 98.4% | 64.4%+34.0pp | 73.9%+24.6pp | 70.7%+27.8pp |
| Annual return | 12.14% | 22.54%-10.4pp | 27.12%-15.0pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $3,927 | $1,202+226.7% | $2,603+50.9% | $2,032+93.3% |
| Participant deferral / active EE | $2,570 | $2,384+7.8% | $3,317-22.5% | $3,224-20.3% |
| Admin fee / account holder | $101 | $87+15.7% | $4,960-98.0% | $110-8.6% |