Filed April 27, 2015
Total covered: 4 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 |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $112,253 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $42,100 |
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 | $56,961 | $85,635-33.5% | $123,892-54.0% | $63,975-11.0% |
| Participation rate | 82.0% | 74.9%+7.0pp | 81.4%+0.6pp | 71.1%+10.8pp |
| Annual return | 10.01% | 15.74%-5.7pp | 47.52%-37.5pp | 48.65%-38.6pp |
| Employer contribution / active EE | $480 | $3,076-84.4% | $4,617-89.6% | $2,182-78.0% |
| Participant deferral / active EE | $5,761 | $5,667+1.7% | $5,984-3.7% | $3,356+71.6% |
| Admin fee / account holder | $25 | $75-66.2% | $8,357-99.7% | $70-64.1% |