Filed October 18, 2004
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 50 · EIN 71-0294708 | Direct Payment | $2,447,181 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $94,500 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $38,125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,565 | $66,513+15.1% | $178,490-57.1% | $106,222-27.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 14.73% | 21.81%-7.1pp | 151.07%-136.3pp | 21.69%-7.0pp |
| Employer contribution / active EE | $3,151 | $1,776+77.4% | $5,011-37.1% | $2,723+15.7% |
| Participant deferral / active EE | $4,340 | $3,679+18.0% | $5,202-16.6% | $4,600-5.7% |
| Admin fee / account holder | $85 | $53+59.8% | $13,984-99.4% | $78+9.0% |