Filed August 6, 2019 (most recent of 2 filings on file)
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 | Direct payment from the plan; Partici... | $71,421 |
STEPHENS INC3+ years Filed as: STEPHENS INC. Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $38,219 |
HUDSON CISNE & CO LLP2+ years Filed as: HUDSON CISNE & CO. LLP Service code 10 · EIN 71-0650689 | Accounting | $6,735 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,303 | $65,292-53.6% | $71,671-57.7% | $77,958-61.1% |
| Participation rate | 30.8% | 67.4%-36.6pp | 68.7%-38.0pp | 71.6%-40.9pp |
| Annual return | 17.14% | 21.25%-4.1pp | 20.65%-3.5pp | 20.87%-3.7pp |
| Employer contribution / active EE | $344 | $2,085-83.5% | $2,460-86.0% | $2,310-85.1% |
| Participant deferral / active EE | $1,202 | $3,008-60.1% | $3,438-65.0% | $3,537-66.0% |
| Admin fee / account holder | $114 | $84+34.7% | $5,558-98.0% | $97+16.8% |