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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,576 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,351 | $136,307-24.2% | $177,821-41.9% | $73,488+40.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 19.05% | 18.68%+0.4pp | 48.32%-29.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $9,841 | $3,712+165.1% | $5,918+66.3% | $2,270+333.5% |
| Participant deferral / active EE | $7,476 | $5,829+28.3% | $7,714-3.1% | $3,740+99.9% |
| Admin fee / account holder | $312 | $596-47.7% | $12,427-97.5% | $513-39.3% |