Filed September 29, 2020
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; Custodi... | $22,812 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $8,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,725 | $58,879-49.5% | $178,490-83.3% | $73,488-59.6% |
| Participation rate | 61.3% | 66.2%-4.9pp | 81.9%-20.6pp | 70.7%-9.4pp |
| Annual return | 11.42% | 24.86%-13.4pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,114 | $2,236-50.2% | $5,011-77.8% | $2,270-50.9% |
| Participant deferral / active EE | $1,559 | $2,567-39.3% | $5,202-70.0% | $3,740-58.3% |
| Admin fee / account holder | $225 | $400-43.8% | $13,984-98.4% | $513-56.2% |