Filed April 24, 2019
Total covered: 7 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 GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $42,456 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $33,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,160 | $70,002+20.2% | $115,037-26.8% | $52,331+60.8% |
| Participation rate | 89.4% | 72.1%+17.3pp | 81.4%+8.0pp | 68.1%+21.3pp |
| Annual return | -1.46% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $545 | $2,715-79.9% | $4,608-88.2% | $1,882-71.0% |
| Participant deferral / active EE | $6,628 | $4,920+34.7% | $6,026+10.0% | $3,022+119.3% |
| Admin fee / account holder | $400 | $566-29.3% | $8,175-95.1% | $592-32.3% |