Filed October 6, 2020 (most recent of 5 filings on file)
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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $32,584 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,582 | $50,982-10.6% | $154,803-70.6% | $85,563-46.7% |
| Participation rate | 19.8% | 59.8%-40.0pp | 78.1%-58.3pp | 66.0%-46.2pp |
| Annual return | 15.69% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.8pp |
| Employer contribution / active EE | $133 | $1,708-92.2% | $4,305-96.9% | $2,654-95.0% |
| Participant deferral / active EE | $915 | $2,474-63.0% | $5,540-83.5% | $4,375-79.1% |
| Admin fee / account holder | $236 | $846-72.1% | $14,329-98.4% | $834-71.7% |