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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 INC6 years Filed as: STEPHENS INC. Service code 26 · EIN 71-0641478 | Advisory (Participants) | $48,719 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,103 |
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 | $53,962 | $52,122+3.5% | $104,294-48.3% | $64,808-16.7% |
| Participation rate | 81.1% | 56.0%+25.1pp | 73.3%+7.9pp | 71.5%+9.6pp |
| Annual return | -13.05% | 13.26%-26.3pp | 24.61%-37.7pp | 32.82%-45.9pp |
| Employer contribution / active EE | $2,101 | $1,627+29.2% | $3,372-37.7% | $2,506-16.1% |
| Participant deferral / active EE | $2,874 | $2,823+1.8% | $4,625-37.9% | $4,310-33.3% |
| Admin fee / account holder | $233 | $155+50.8% | $7,339-96.8% | $188+24.2% |