See peer percentile detail. $4.99 for your first month.
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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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $41,558 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $12,736 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $11,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,936 | $37,196-41.0% | $154,107-85.8% | $55,725-60.6% |
| Participation rate | 54.2% | 64.1%-9.9pp | 83.0%-28.8pp | 70.9%-16.6pp |
| Annual return | -4.46% | 1319.68%-1324.1pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $515 | $1,614-68.1% | $5,298-90.3% | $2,078-75.2% |
| Participant deferral / active EE | $1,309 | $2,068-36.7% | $5,081-74.2% | $3,356-61.0% |
| Admin fee / account holder | $219 | $102+115.6% | $13,411-98.4% | $115+90.1% |