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 | Recordkeeping fees; Float revenue; Cl... | $108,758 |
STEPHENS INC1 year Filed as: STEPHENS INC. Service code 16 | Consulting | $42,874 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC2+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $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.
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 | $18,811 | $56,095-66.5% | $178,490-89.5% | $90,288-79.2% |
| Participation rate | 93.0% | 65.6%+27.4pp | 81.9%+11.0pp | 73.4%+19.6pp |
| Annual return | 5.67% | 28.81%-23.1pp | 151.07%-145.4pp | 53.97%-48.3pp |
| Employer contribution / active EE | $1,328 | $1,572-15.6% | $5,011-73.5% | $2,524-47.4% |
| Participant deferral / active EE | $42 | $2,669-98.4% | $5,202-99.2% | $4,232-99.0% |
| Admin fee / account holder | $31 | $101-69.3% | $13,984-99.8% | $114-72.9% |