Filed December 14, 2016 (most recent of 2 filings on file)
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 8-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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,350 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $24,824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,698 | $102,553-44.7% | $151,611-62.6% | $66,914-15.3% |
| Participation rate | 96.3% | 85.5%+10.8pp | 87.5%+8.8pp | 69.8%+26.5pp |
| Annual return | -16.41% | -10.82%-5.6pp | 3.33%-19.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,814 | $4,180-32.7% | $6,166-54.4% | $2,544+10.6% |
| Participant deferral / active EE | $5,241 | $6,641-21.1% | $8,363-37.3% | $4,237+23.7% |
| Admin fee / account holder | $440 | $630-30.1% | $11,616-96.2% | $593-25.8% |