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 INC5 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $107,685 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,505 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,963 | $86,897-36.7% | $151,611-63.7% | $64,808-15.2% |
| Participation rate | 77.1% | 87.3%-10.1pp | 87.5%-10.3pp | 71.5%+5.7pp |
| Annual return | -17.59% | -3.57%-14.0pp | 3.33%-20.9pp | 32.82%-50.4pp |
| Employer contribution / active EE | $3,655 | $4,010-8.8% | $6,166-40.7% | $2,506+45.9% |
| Participant deferral / active EE | $6,940 | $6,690+3.7% | $8,363-17.0% | $4,310+61.0% |
| Admin fee / account holder | $274 | $153+79.0% | $11,616-97.6% | $188+45.8% |