Filed August 11, 2013
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 INC1 year Filed as: STIFEL, NICOLAUS & COMPANY Service code 55 629 GREEN VALLEY RD., SUITE 211 · GREENSBORO, NC 27408 | Other Commissions | $52,606 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & CO., INC. Service code 99 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Fees | $32,242 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,162 |
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 | $183,519 | $77,634+136.4% | $156,549+17.2% | $62,891+191.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 11.29% | 50.32%-39.0pp | 32.23%-20.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $8,858 | $3,444+157.2% | $5,501+61.0% | $2,281+288.4% |
| Participant deferral / active EE | $5,008 | $3,045+64.4% | $4,871+2.8% | $3,203+56.3% |
| Admin fee / account holder | $256 | $5,561-95.4% | $13,027-98.0% | $4,296-94.0% |