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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,131 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,908 |
Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $8,911 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,003 | $80,968+8.7% | $96,544-8.8% | $75,163+17.1% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 40.32% | 27.06%+13.3pp | 25.84%+14.5pp | 160.62%-120.3pp |
| Employer contribution / active EE | $8,526 | $2,282+273.6% | $2,965+187.6% | $2,670+219.3% |
| Participant deferral / active EE | $22,446 | $3,928+471.4% | $4,851+362.7% | $4,125+444.1% |
| Admin fee / account holder | $298 | $6,724-95.6% | $8,252-96.4% | $5,651-94.7% |