See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 28 7033 E. GREENWAY PARKWAY · SCOTTSDALE, AZ 85254 | Investment Management | $16,550 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,516 | $56,443-76.1% | $83,848-83.9% | $55,725-75.7% |
| Participation rate | 99.6% | 72.0%+27.6pp | 76.1%+23.5pp | 70.9%+28.8pp |
| Annual return | -3.42% | 393.67%-397.1pp | 850.88%-854.3pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,256 | $2,682+21.4% | $3,631-10.3% | $2,078+56.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $57 | $156-63.7% | $5,478-99.0% | $115-50.7% |