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 GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $43,698 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,671 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,604 |
Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 42-1558009 | Securities Custodian | $3,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,152 | $50,815-19.0% | $155,509-73.5% | $77,643-47.0% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.9pp |
| Annual return | 13.51% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,746 | $1,993-12.4% | $4,672-62.6% | $2,726-35.9% |
| Participant deferral / active EE | $3,077 | $2,822+9.0% | $5,626-45.3% | $4,647-33.8% |
| Admin fee / account holder | $287 | $437-34.2% | $15,912-98.2% | $430-33.2% |