Filed December 11, 2015 (most recent of 3 filings on file)
Total covered: 23 employees
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 INC11+ years Filed as: STEPHENS, INC. Service code 28 111 CENTER STREET · LITTLE ROCK, AR 72201 | Investment Management | $383,421 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $77,202 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 12.31% | 10.71%+1.6pp | 8.40%+3.9pp | 10.71%+1.6pp |
| Employer contribution / active EE | $9,062 | $14,986-39.5% | $39,312-76.9% | $14,986-39.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |