Filed December 2, 1993
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 INC10+ years Filed as: STIFEL NICOLAUS & COMPANY Service code 19 · EIN 43-0538770 | Securities Custodian | $106,270 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,155 | $78,485+250.6% | $106,213+159.1% | $74,495+269.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 17.72% | 15.95%+1.8pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $12,870 | $2,523+410.2% | $3,171+305.8% | $2,623+390.6% |
| Participant deferral / active EE | $7,888 | $4,322+82.5% | $5,016+57.3% | $4,346+81.5% |
| Admin fee / account holder | $797 | $2,232-64.3% | $11,033-92.8% | $1,942-59.0% |