Filed February 11, 2020 (most recent of 11 filings on file)
Total covered: 10 employees
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 | Claims processing; Custodial (other t... | $37,081 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $8,571 |
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 | $81,557 | $98,982-17.6% | $162,163-49.7% | $65,185+25.1% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+29.0pp |
| Annual return | 22.83% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $7,467 | $3,467+115.4% | $5,614+33.0% | $2,177+243.0% |
| Participant deferral / active EE | $5,941 | $5,384+10.3% | $7,298-18.6% | $3,514+69.1% |
| Admin fee / account holder | $285 | $596-52.2% | $10,843-97.4% | $847-66.3% |