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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,327 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $19,046 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,941 |
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 | $102,973 | $102,553+0.4% | $151,611-32.1% | $66,914+53.9% |
| Participation rate | 73.0% | 85.5%-12.5pp | 87.5%-14.5pp | 69.8%+3.2pp |
| Annual return | -14.67% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $5,913 | $4,180+41.4% | $6,166-4.1% | $2,544+132.4% |
| Participant deferral / active EE | $6,193 | $6,641-6.7% | $8,363-26.0% | $4,237+46.2% |
| Admin fee / account holder | $335 | $630-46.8% | $11,616-97.1% | $593-43.5% |