Filed March 5, 2021
Total covered: 80 employees
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 |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 27 · EIN 87-4130828 | Advisory (Plan) | $40,000 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $35,534 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,875 | $86,944+267.9% | $107,525+197.5% | $74,304+330.5% |
| Participation rate | 41.0% | 59.6%-18.6pp | 75.1%-34.1pp | 60.3%-19.4pp |
| Annual return | 11.72% | 23.52%-11.8pp | 181.32%-169.6pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,333 | $2,757-51.7% | $3,754-64.5% | $2,241-40.5% |
| Participant deferral / active EE | $4,259 | $3,554+19.8% | $5,116-16.7% | $3,767+13.0% |
| Admin fee / account holder | $317 | $3,727-91.5% | $8,919-96.4% | $2,969-89.3% |