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 INC7 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $113,578 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,571 |
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 | $85,294 | $122,239-30.2% | $184,203-53.7% | $74,495+14.5% |
| Participation rate | 72.9% | 85.5%-12.5pp | 86.8%-13.9pp | 67.2%+5.7pp |
| Annual return | 13.37% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $7,278 | $4,537+60.4% | $6,427+13.2% | $2,623+177.5% |
| Participant deferral / active EE | $15,515 | $7,139+117.3% | $9,131+69.9% | $4,346+257.0% |
| Admin fee / account holder | $512 | $1,260-59.3% | $13,901-96.3% | $1,942-73.6% |