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; Distribution (... | $117,868 |
STEPHENS INC2 years Filed as: STEPHENS INC. Service code 16 | Consulting | $50,071 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
STEPHENS INC3+ 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.
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 | $22,818 | $67,512-66.2% | $185,823-87.7% | $93,030-75.5% |
| Participation rate | 95.4% | 67.1%+28.3pp | 81.7%+13.7pp | 73.9%+21.5pp |
| Annual return | 22.35% | 21.04%+1.3pp | 122.05%-99.7pp | 158.70%-136.4pp |
| Employer contribution / active EE | $1,986 | $1,783+11.4% | $5,167-61.6% | $2,706-26.6% |
| Participant deferral / active EE | $46 | $3,035-98.5% | $5,568-99.2% | $4,562-99.0% |
| Admin fee / account holder | $32 | $318-89.8% | $16,237-99.8% | $152-78.6% |