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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 55 | Other Commissions | $29,716 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 35 | Employee (plan sponsor) | $9,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,814 | $75,388-39.2% | $123,544-62.9% | $55,725-17.8% |
| Participation rate | 93.3% | 75.7%+17.7pp | 82.3%+11.0pp | 70.9%+22.5pp |
| Annual return | -5.81% | 4.48%-10.3pp | 119.20%-125.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,494 | $3,063-18.6% | $4,628-46.1% | $2,078+20.0% |
| Participant deferral / active EE | $5,521 | $5,651-2.3% | $6,426-14.1% | $3,356+64.5% |
| Admin fee / account holder | $10 | $120-92.1% | $9,284-99.9% | $115-91.7% |