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 | $83,180 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $24,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,650 | $44,734+57.9% | $99,443-29.0% | $67,579+4.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.8%+26.2pp | 71.3%+28.7pp |
| Annual return | 4.35% | 32.45%-28.1pp | 30.72%-26.4pp | 378.56%-374.2pp |
| Employer contribution / active EE | $4,135 | $1,261+228.0% | $2,540+62.8% | $2,148+92.5% |
| Participant deferral / active EE | $3,147 | $2,731+15.2% | $3,619-13.0% | $3,539-11.1% |
| Admin fee / account holder | $112 | $120-6.0% | $6,250-98.2% | $142-21.0% |