Filed March 9, 2006 (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 |
|---|---|---|
STEPHENS INC1 year Service code 27 · EIN 71-0641478 | Advisory (Plan) | $16,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | $994 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,444 | $98,982-14.7% | $162,163-47.9% | $65,185+29.5% |
| Participation rate | 78.6% | 85.8%-7.1pp | 87.6%-8.9pp | 70.2%+8.4pp |
| Annual return | 22.84% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,817 | $3,467-18.7% | $5,614-49.8% | $2,177+29.4% |
| Participant deferral / active EE | $3,830 | $5,384-28.9% | $7,298-47.5% | $3,514+9.0% |
| Admin fee / account holder | $162 | $596-72.9% | $10,843-98.5% | $847-80.9% |