Filed October 13, 2006
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 | Investment management; Recordkeeping ... | $22,606 |
STEPHENS INC6+ years Filed as: STEPHENS INC. Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $15,822 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,348 | $52,293-55.4% | $178,490-86.9% | $73,409-68.2% |
| Participation rate | 78.1% | 65.3%+12.8pp | 81.9%-3.8pp | 72.2%+6.0pp |
| Annual return | 12.44% | 34.75%-22.3pp | 151.07%-138.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $272 | $1,735-84.3% | $5,011-94.6% | $2,234-87.8% |
| Participant deferral / active EE | $1,626 | $2,332-30.3% | $5,202-68.7% | $3,805-57.3% |
| Admin fee / account holder | $46 | $127-63.6% | $13,984-99.7% | $158-70.6% |