Filed December 8, 2016
See peer percentile detail with Solo.
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.
See the 3-year trajectory with Solo.
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 37 · EIN 04-2647786 | Loan Processing | $19,306 |
STIFEL NICOLAUS & CO INC1+ years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $17,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,408 | $91,407-52.5% | $135,903-68.1% | $71,457-39.3% |
| Participation rate | 82.7% | 75.7%+7.0pp | 81.9%+0.8pp | 67.9%+14.8pp |
| Annual return | 20.39% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $3,460 | $3,703-6.6% | $4,856-28.8% | $2,588+33.7% |
| Participant deferral / active EE | $7,620 | $7,092+7.4% | $7,758-1.8% | $4,289+77.7% |
| Admin fee / account holder | $175 | $1,266-86.2% | $10,762-98.4% | $1,587-89.0% |