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 | $21,921 |
STIFEL NICOLAUS & CO INC2+ years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $20,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,444 | $101,317-51.2% | $146,958-66.4% | $74,495-33.6% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.2%+0.9pp | 67.2%+15.8pp |
| Annual return | 17.12% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,464 | $3,810-9.1% | $4,933-29.8% | $2,623+32.0% |
| Participant deferral / active EE | $7,771 | $7,303+6.4% | $8,070-3.7% | $4,346+78.8% |
| Admin fee / account holder | $220 | $1,739-87.4% | $12,998-98.3% | $1,942-88.7% |