Filed December 16, 2022
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 9-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 ... | $100,134 |
STEPHENS INC5+ years Filed as: STEPHENS, INC. Service code 16 · EIN 71-0641478 | Consulting | $54,987 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $55,946 | $78,419-28.7% | $133,956-58.2% | $73,409-23.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 17.75% | 33.35%-15.6pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $7,884 | $2,044+285.8% | $3,919+101.2% | $2,234+253.0% |
| Participant deferral / active EE | $2,651 | $3,925-32.5% | $5,048-47.5% | $3,805-30.3% |
| Admin fee / account holder | $161 | $161-0.2% | $8,927-98.2% | $158+2.0% |