Filed July 2, 2024 (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 10-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 | Custodial (other than securities); Di... | $72,048 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,250 |
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 | $53,743 | $89,588-40.0% | $136,007-60.5% | $77,643-30.8% |
| Participation rate | 95.5% | 74.3%+21.2pp | 76.5%+19.1pp | 70.6%+25.0pp |
| Annual return | 13.78% | 17.42%-3.6pp | 579.32%-565.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,431 | $3,491-30.4% | $4,217-42.4% | $2,726-10.8% |
| Participant deferral / active EE | $5,129 | $5,591-8.3% | $7,025-27.0% | $4,647+10.4% |
| Admin fee / account holder | $128 | $539-76.3% | $6,858-98.1% | $430-70.4% |