Filed January 3, 2018
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 7-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $95,489 |
STEPHENS INC1+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $35,073 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,908 | $47,456-60.2% | $172,739-89.1% | $77,787-75.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 5.76% | 35.57%-29.8pp | 802.84%-797.1pp | 32.57%-26.8pp |
| Employer contribution / active EE | $1,389 | $1,574-11.7% | $5,143-73.0% | $2,504-44.5% |
| Participant deferral / active EE | $51 | $2,560-98.0% | $5,198-99.0% | $3,967-98.7% |
| Admin fee / account holder | $29 | $81-64.4% | $13,954-99.8% | $100-71.2% |