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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,696 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $2,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,508 | $80,724-48.6% | $103,333-59.8% | $74,495-44.3% |
| Participation rate | 56.1% | 65.7%-9.6pp | 74.5%-18.4pp | 67.2%-11.1pp |
| Annual return | 9.31% | 27.56%-18.2pp | 24.88%-15.6pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,899 | $3,860+1.0% | $5,057-22.9% | $4,346-10.3% |
| Admin fee / account holder | $128 | $2,368-94.6% | $8,355-98.5% | $1,942-93.4% |