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 INC3 years Filed as: STIFEL Service code 28 7033 E. GREENWAY PARKWAY · SCOTTSDALE, AZ 85254 | Investment Management | $19,892 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,572 | $66,601-78.1% | $92,893-84.3% | $67,579-78.4% |
| Participation rate | 99.7% | 72.5%+27.2pp | 76.0%+23.7pp | 71.3%+28.4pp |
| Annual return | 16.74% | 92.58%-75.8pp | 109.41%-92.7pp | 378.56%-361.8pp |
| Employer contribution / active EE | $260 | $2,775-90.6% | $3,653-92.9% | $2,148-87.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $65 | $199-67.4% | $5,794-98.9% | $142-54.4% |