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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $60,673 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,110 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $9,847 |
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 | $110,003 | $130,194-15.5% | $169,993-35.3% | $71,457+53.9% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.0%+12.2pp | 67.9%+31.2pp |
| Annual return | 56.41% | 20.37%+36.0pp | 53.37%+3.0pp | 28.85%+27.6pp |
| Employer contribution / active EE | $9,854 | $4,381+124.9% | $6,785+45.2% | $2,588+280.8% |
| Participant deferral / active EE | $8,014 | $6,923+15.8% | $10,408-23.0% | $4,289+86.9% |
| Admin fee / account holder | $267 | $966-72.4% | $12,815-97.9% | $1,587-83.2% |