Filed January 8, 2019 (most recent of 2 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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $33,021 |
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $27,929 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,619 | $46,173-3.4% | $170,442-73.8% | $69,631-35.9% |
| Participation rate | 93.7% | 63.9%+29.8pp | 83.6%+10.1pp | 70.7%+23.0pp |
| Annual return | 29.02% | 21.62%+7.4pp | 205.93%-176.9pp | 27571.02%-27542.0pp |
| Employer contribution / active EE | $2,091 | $1,610+29.9% | $5,433-61.5% | $2,032+2.9% |
| Participant deferral / active EE | $5,759 | $2,080+176.8% | $4,939+16.6% | $3,224+78.6% |
| Admin fee / account holder | $84 | $116-27.3% | $13,880-99.4% | $110-23.7% |