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 INC8+ years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $23,957 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,682 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,804 | $46,292-65.9% | $143,757-89.0% | $64,808-75.6% |
| Participation rate | 63.4% | 64.2%-0.8pp | 80.3%-16.9pp | 71.5%-8.0pp |
| Annual return | -15.93% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $381 | $1,910-80.1% | $4,951-92.3% | $2,506-84.8% |
| Participant deferral / active EE | $636 | $2,646-76.0% | $5,637-88.7% | $4,310-85.2% |
| Admin fee / account holder | $152 | $154-1.5% | $14,673-99.0% | $188-19.3% |