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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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $20,396 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $18,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,226 | $65,061-28.9% | $143,757-67.8% | $66,914-30.9% |
| Participation rate | 50.9% | 65.2%-14.3pp | 80.3%-29.4pp | 69.8%-18.9pp |
| Annual return | -16.80% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,323 | $2,361-43.9% | $4,951-73.3% | $2,544-48.0% |
| Participant deferral / active EE | $2,241 | $2,919-23.2% | $5,637-60.3% | $4,237-47.1% |
| Admin fee / account holder | $342 | $502-31.8% | $14,673-97.7% | $593-42.3% |