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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $30,639 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $13,160 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $10,686 |
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 | $72,071 | $130,194-44.6% | $169,993-57.6% | $71,457+0.9% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.0%+7.3pp | 67.9%+26.4pp |
| Annual return | 15.41% | 20.37%-5.0pp | 53.37%-38.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,158 | $4,381-27.9% | $6,785-53.5% | $2,588+22.0% |
| Participant deferral / active EE | $5,928 | $6,923-14.4% | $10,408-43.0% | $4,289+38.2% |
| Admin fee / account holder | $458 | $966-52.6% | $12,815-96.4% | $1,587-71.2% |