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 |
|---|---|---|
STEPHENS INC4 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $97,103 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,902 | $111,491-44.5% | $189,513-67.3% | $86,799-28.7% |
| Participation rate | 74.8% | 87.3%-12.5pp | 87.8%-13.0pp | 72.3%+2.5pp |
| Annual return | 17.43% | 83.50%-66.1pp | 555.15%-537.7pp | 97.91%-80.5pp |
| Employer contribution / active EE | $4,228 | $3,951+7.0% | $6,162-31.4% | $2,405+75.8% |
| Participant deferral / active EE | $7,560 | $6,437+17.5% | $8,221-8.0% | $4,131+83.0% |
| Admin fee / account holder | $253 | $189+34.1% | $12,045-97.9% | $170+49.2% |