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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $48,033 |
Filed as: RAYMOND JAMES FINAN. SERV. ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $38,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,587 | $80,753+13.4% | $136,294-32.8% | $62,292+47.0% |
| Participation rate | 93.9% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 17.30% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,841 | $2,884-36.2% | $4,695-60.8% | $2,042-9.9% |
| Participant deferral / active EE | $6,489 | $5,164+25.7% | $6,247+3.9% | $3,169+104.8% |
| Admin fee / account holder | $391 | $525-25.6% | $9,243-95.8% | $479-18.4% |