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.
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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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N. BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $49,077 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $35,828 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS CO Service code 27 PO BOX 51517 · LOS ANGELES, CA 90051 | Advisory (Plan) | $3,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,403 | $78,485-20.5% | $106,213-41.2% | $74,495-16.2% |
| Participation rate | 90.0% | 72.8%+17.1pp | 75.3%+14.7pp | 67.2%+22.8pp |
| Annual return | 13.15% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,926 | $2,523-23.7% | $3,171-39.3% | $2,623-26.6% |
| Participant deferral / active EE | $4,267 | $4,322-1.3% | $5,016-14.9% | $4,346-1.8% |
| Admin fee / account holder | $397 | $2,232-82.2% | $11,033-96.4% | $1,942-79.5% |