Filed June 14, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $26,138 |
STEPHENS INC1 year Filed as: STEPHENS, INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $5,599 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,715 | $46,292-79.0% | $143,757-93.2% | $64,808-85.0% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.2pp |
| Annual return | -18.27% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $567 | $1,910-70.3% | $4,951-88.6% | $2,506-77.4% |
| Participant deferral / active EE | $1,081 | $2,646-59.1% | $5,637-80.8% | $4,310-74.9% |
| Admin fee / account holder | $71 | $154-54.1% | $14,673-99.5% | $188-62.4% |