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 INC6 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $115,052 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $89,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,870 | $100,227-26.3% | $169,993-56.5% | $74,419-0.7% |
| Participation rate | 77.2% | 87.3%-10.1pp | 87.0%-9.8pp | 70.7%+6.5pp |
| Annual return | 18.21% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,572 | $4,263-16.2% | $6,785-47.4% | $2,637+35.5% |
| Participant deferral / active EE | $7,111 | $7,143-0.5% | $10,408-31.7% | $4,528+57.0% |
| Admin fee / account holder | $365 | $234+55.7% | $12,815-97.2% | $348+5.0% |