Filed November 27, 2019
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 10-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 |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $41,590 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,534 | $58,879-31.2% | $178,490-77.3% | $73,488-44.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 18.94% | 24.86%-5.9pp | 151.07%-132.1pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,277 | $2,236-42.9% | $5,011-74.5% | $2,270-43.7% |
| Participant deferral / active EE | $2,130 | $2,567-17.0% | $5,202-59.1% | $3,740-43.0% |
| Admin fee / account holder | $278 | $400-30.6% | $13,984-98.0% | $513-45.8% |