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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,960 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $11,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,376 | $61,272-47.2% | $149,673-78.4% | $71,457-54.7% |
| Participation rate | 70.5% | 62.5%+8.0pp | 78.8%-8.3pp | 67.9%+2.6pp |
| Annual return | 14.52% | 35.85%-21.3pp | 134.42%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,334 | $2,378-43.9% | $4,818-72.3% | $2,588-48.4% |
| Participant deferral / active EE | $2,073 | $2,917-28.9% | $5,680-63.5% | $4,289-51.7% |
| Admin fee / account holder | $221 | $1,261-82.5% | $13,210-98.3% | $1,587-86.1% |