Filed January 4, 2018
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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.
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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 |
|---|---|---|
STANDARD FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $52,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,329 | $55,415+23.3% | $155,509-56.1% | $74,495-8.3% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | 14.91% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,157 | $2,267+39.3% | $4,672-32.4% | $2,623+20.4% |
| Participant deferral / active EE | $6,358 | $2,836+124.2% | $5,626+13.0% | $4,346+46.3% |
| Admin fee / account holder | $206 | $1,738-88.1% | $15,912-98.7% | $1,942-89.4% |