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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,088 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY Service code 49 | Other Services | $9,510 |
Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 | Contract Administrator | $5,056 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,811 | $59,417-85.2% | $93,606-90.6% | $74,495-88.2% |
| Participation rate | 96.8% | 59.7%+37.1pp | 68.7%+28.1pp | 67.2%+29.6pp |
| Annual return | 12.40% | 81.83%-69.4pp | 133.20%-120.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,016 | $3,050-1.1% | $4,411-31.6% | $4,346-30.6% |
| Admin fee / account holder | $141 | $3,021-95.3% | $8,285-98.3% | $1,942-92.7% |