Filed July 2, 1999
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,518 |
STEPHENS INC3 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $59,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,482 | $111,608-53.0% | $177,821-70.5% | $73,409-28.5% |
| Participation rate | 66.9% | 87.9%-21.0pp | 87.7%-20.9pp | 72.2%-5.3pp |
| Annual return | 19.22% | 18.23%+1.0pp | 48.32%-29.1pp | 59.29%-40.1pp |
| Employer contribution / active EE | $3,809 | $3,796+0.3% | $5,918-35.6% | $2,234+70.5% |
| Participant deferral / active EE | $6,873 | $6,199+10.9% | $7,714-10.9% | $3,805+80.6% |
| Admin fee / account holder | $227 | $166+36.9% | $12,427-98.2% | $158+43.5% |