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 | Claims processing; Direct payment fro... | $114,694 |
STEPHENS INC3 years Filed as: STEPHENS INC. Service code 16 | Consulting | $42,796 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
STEPHENS INC4+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,131 | $45,000-55.3% | $143,757-86.0% | $77,904-74.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -11.56% | 29.03%-40.6pp | -0.04%-11.5pp | 12.21%-23.8pp |
| Employer contribution / active EE | $1,563 | $1,870-16.4% | $4,951-68.4% | $2,848-45.1% |
| Participant deferral / active EE | $48 | $3,157-98.5% | $5,637-99.1% | $4,806-99.0% |
| Admin fee / account holder | $32 | $98-68.0% | $14,673-99.8% | $133-76.2% |