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 | Recordkeeping fees; Float revenue; Pa... | $55,644 |
STEPHENS INC2 years Filed as: STEPHENS, INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $26,010 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $11,911 | $47,126-74.7% | $149,673-92.0% | $74,419-84.0% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.2pp | 70.7%+18.3pp |
| Annual return | 16.44% | 22.75%-6.3pp | 134.42%-118.0pp | 34.38%-17.9pp |
| Employer contribution / active EE | $995 | $1,905-47.8% | $4,818-79.3% | $2,637-62.3% |
| Participant deferral / active EE | $1,333 | $2,728-51.1% | $5,680-76.5% | $4,528-70.6% |
| Admin fee / account holder | $97 | $343-71.8% | $13,210-99.3% | $348-72.2% |