Filed February 4, 2005
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,100 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $11,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,687 | $71,516-36.1% | $98,439-53.6% | $71,457-36.1% |
| Participation rate | 50.3% | 72.7%-22.4pp | 75.2%-24.8pp | 67.9%-17.6pp |
| Annual return | 8.31% | 32.41%-24.1pp | 21.16%-12.8pp | 28.85%-20.5pp |
| Employer contribution / active EE | $50 | $2,399-97.9% | $3,048-98.4% | $2,588-98.1% |
| Participant deferral / active EE | $2,447 | $4,109-40.4% | $4,738-48.3% | $4,289-42.9% |
| Admin fee / account holder | $284 | $1,675-83.1% | $8,948-96.8% | $1,587-82.1% |