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 INC3 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $19,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,670 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $2,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,259 | $82,978-8.1% | $129,995-41.3% | $71,457+6.7% |
| Participation rate | 93.5% | 74.1%+19.4pp | 78.5%+15.0pp | 67.9%+25.5pp |
| Annual return | 14.89% | 20.60%-5.7pp | -137.18%+152.1pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,096 | $2,622-58.2% | $4,320-74.6% | $2,588-57.7% |
| Participant deferral / active EE | $4,723 | $4,432+6.6% | $5,820-18.9% | $4,289+10.1% |
| Admin fee / account holder | $241 | $1,729-86.1% | $10,614-97.7% | $1,587-84.8% |