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 GROUP4+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $21,639 |
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $19,757 |
STANCORP FINANCIAL GROUP4+ years Service code 19 | Securities Custodian | $7,521 |
FRUTH & COMPANY4+ years Service code 10 · EIN 34-1323165 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,805 | $62,586+16.3% | $76,768-5.2% | $64,186+13.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | -4.10% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $789 | $1,832-56.9% | $2,485-68.2% | $2,381-66.8% |
| Participant deferral / active EE | $2,893 | $3,145-8.0% | $3,852-24.9% | $3,470-16.6% |
| Admin fee / account holder | $474 | $4,667-89.8% | $6,675-92.9% | $4,888-90.3% |