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 INC2 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $8,502 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,463 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $89,148 | $136,307-34.6% | $177,821-49.9% | $73,488+21.3% |
| Participation rate | 73.8% | 86.1%-12.3pp | 87.7%-13.9pp | 70.7%+3.2pp |
| Annual return | 9.25% | 18.68%-9.4pp | 48.32%-39.1pp | 28.51%-19.3pp |
| Employer contribution / active EE | $2,724 | $3,712-26.6% | $5,918-54.0% | $2,270+20.0% |
| Participant deferral / active EE | $3,387 | $5,829-41.9% | $7,714-56.1% | $3,740-9.4% |
| Admin fee / account holder | $180 | $596-69.8% | $12,427-98.6% | $513-64.9% |