Filed March 22, 2006
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFE, NICOLAUS & CO, INC. Service code 26 · EIN 43-0538770 | Advisory (Participants) | $34,922 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,187 | $46,292-24.0% | $143,757-75.5% | $64,808-45.7% |
| Participation rate | 95.1% | 64.2%+30.9pp | 80.3%+14.8pp | 71.5%+23.6pp |
| Annual return | -16.25% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,488 | $1,910+30.3% | $4,951-49.8% | $2,506-0.7% |
| Participant deferral / active EE | $4,480 | $2,646+69.3% | $5,637-20.5% | $4,310+3.9% |
| Admin fee / account holder | $238 | $154+55.1% | $14,673-98.4% | $188+27.0% |