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 INC4 years Filed as: STEPHENS INC. Service code 16 · EIN 71-0641478 | Consulting | $206,271 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $113,605 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $88,259 | $241,101-63.4% | $103,333-14.6% | $199,593-55.8% |
| Participation rate | 95.8% | 78.3%+17.6pp | 74.5%+21.3pp | 72.0%+23.9pp |
| Annual return | 15.18% | 17.80%-2.6pp | 24.88%-9.7pp | 34.25%-19.1pp |
| Employer contribution / active EE | $3,272 | $4,244-22.9% | $3,868-15.4% | $3,034+7.8% |
| Participant deferral / active EE | $5,980 | $3,958+51.1% | $5,057+18.2% | $5,087+17.6% |
| Admin fee / account holder | $182 | $288-36.7% | $8,355-97.8% | $269-32.3% |