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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC3+ years Service code 99 · EIN 71-0641478 | Other Fees | $115,312 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $57,174 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $42,924 |
Annual investment return 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 | $25,947 | $46,292-43.9% | $143,757-82.0% | $64,808-60.0% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -17.82% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,469 | $1,910+29.3% | $4,951-50.1% | $2,506-1.5% |
| Participant deferral / active EE | $1,745 | $2,646-34.1% | $5,637-69.0% | $4,310-59.5% |
| Admin fee / account holder | $16 | $154-89.4% | $14,673-99.9% | $188-91.4% |