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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $124,419 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $47,508 |
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 | $63,384 | $96,458-34.3% | $136,294-53.5% | $77,958-18.7% |
| Participation rate | 81.7% | 75.4%+6.3pp | 81.9%-0.3pp | 71.6%+10.0pp |
| Annual return | 19.77% | 23.78%-4.0pp | 5155.94%-5136.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $1,355 | $3,144-56.9% | $4,695-71.1% | $2,310-41.3% |
| Participant deferral / active EE | $6,068 | $5,902+2.8% | $6,247-2.9% | $3,537+71.6% |
| Admin fee / account holder | $26 | $80-67.9% | $9,243-99.7% | $97-73.5% |