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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,838 |
EVERHART ADVISORS2 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,464 |
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 | $83,821 | $122,239-31.4% | $184,203-54.5% | $74,495+12.5% |
| Participation rate | 97.2% | 85.5%+11.7pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 14.33% | 19.95%-5.6pp | 28.81%-14.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,465 | $4,537-23.6% | $6,427-46.1% | $2,623+32.1% |
| Participant deferral / active EE | $6,697 | $7,139-6.2% | $9,131-26.7% | $4,346+54.1% |
| Admin fee / account holder | $429 | $1,260-65.9% | $13,901-96.9% | $1,942-77.9% |