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 INC5 years Filed as: STEPHENS INC. Service code 16 · EIN 71-0641478 | Consulting | $242,955 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $112,260 |
NATIONAL FINANCIAL SERVICES5 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 | $95,587 | $103,641-7.8% | $107,525-11.1% | $102,872-7.1% |
| Participation rate | 97.4% | 79.4%+18.0pp | 75.1%+22.3pp | 73.0%+24.4pp |
| Annual return | 18.44% | 13.08%+5.4pp | 181.32%-162.9pp | 19.06%-0.6pp |
| Employer contribution / active EE | $3,592 | $5,096-29.5% | $3,754-4.3% | $3,526+1.9% |
| Participant deferral / active EE | $6,525 | $3,789+72.2% | $5,116+27.6% | $5,535+17.9% |
| Admin fee / account holder | $183 | $276-33.7% | $8,919-97.9% | $292-37.3% |