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 10-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 |
|---|---|---|
STEPHENS INC3 years Filed as: STEPHENS INC. Service code 26 · EIN 71-0641478 | Advisory (Participants) | $53,087 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,621 | $124,414-50.5% | $115,157-46.5% | $67,579-8.8% |
| Participation rate | 75.8% | 58.1%+17.8pp | 75.9%-0.1pp | 71.3%+4.5pp |
| Annual return | 19.51% | 29.40%-9.9pp | 35.60%-16.1pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,478 | $1,454+1.6% | $3,179-53.5% | $2,148-31.2% |
| Participant deferral / active EE | $1,849 | $2,331-20.7% | $4,168-55.6% | $3,539-47.8% |
| Admin fee / account holder | $280 | $361-22.6% | $7,088-96.1% | $142+96.7% |