Filed September 21, 2011
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 INC6+ years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $24,433 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,924 | $52,293-71.5% | $178,490-91.6% | $73,409-79.7% |
| Participation rate | 67.2% | 65.3%+1.9pp | 81.9%-14.7pp | 72.2%-4.9pp |
| Annual return | 12.65% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $308 | $1,735-82.2% | $5,011-93.8% | $2,234-86.2% |
| Participant deferral / active EE | $590 | $2,332-74.7% | $5,202-88.7% | $3,805-84.5% |
| Admin fee / account holder | $125 | $127-1.9% | $13,984-99.1% | $158-20.9% |