Filed June 8, 2018
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $60,602 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,015 | $121,341+49.2% | $189,513-4.5% | $79,386+128.0% |
| Participation rate | 99.3% | 86.1%+13.1pp | 87.8%+11.4pp | 70.7%+28.5pp |
| Annual return | 12.25% | 21.08%-8.8pp | 555.15%-542.9pp | 116.85%-104.6pp |
| Employer contribution / active EE | $3,871 | $3,915-1.1% | $6,162-37.2% | $2,427+59.5% |
| Participant deferral / active EE | $6,193 | $6,395-3.2% | $8,221-24.7% | $4,046+53.1% |
| Admin fee / account holder | $384 | $651-41.1% | $12,045-96.8% | $626-38.8% |