Filed January 4, 1999
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,653 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $21,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,120 | $30,588+86.7% | $53,898+6.0% | $85,563-33.2% |
| Participation rate | 30.6% | 26.3%+4.2pp | 55.0%-24.4pp | 66.0%-35.4pp |
| Annual return | 16.10% | 50.42%-34.3pp | 528.60%-512.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $505 | $436+15.9% | $932-45.8% | $2,654-81.0% |
| Participant deferral / active EE | $1,412 | $848+66.5% | $1,826-22.7% | $4,375-67.7% |
| Admin fee / account holder | $279 | $1,879-85.1% | $2,491-88.8% | $834-66.5% |