See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC3 years Filed as: STEPHENS INC. Service code 16 · EIN 71-0641478 | Consulting | $169,408 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $103,202 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,713 | $88,480-6.5% | $96,683-14.4% | $80,160+3.2% |
| Participation rate | 94.9% | 79.9%+15.0pp | 74.3%+20.6pp | 72.9%+22.0pp |
| Annual return | 23.50% | 22.53%+1.0pp | 35.69%-12.2pp | 40.38%-16.9pp |
| Employer contribution / active EE | $3,228 | $4,176-22.7% | $3,737-13.6% | $2,978+8.4% |
| Participant deferral / active EE | $5,922 | $3,959+49.6% | $4,878+21.4% | $5,017+18.0% |
| Admin fee / account holder | $172 | $212-18.8% | $6,730-97.4% | $145+18.6% |