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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $72,321 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,817 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $12,034 |
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 | $125,325 | $129,021-2.9% | $184,203-32.0% | $77,643+61.4% |
| Participation rate | 99.6% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 13.23% | 33.27%-20.0pp | 28.81%-15.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $8,393 | $4,413+90.2% | $6,427+30.6% | $2,726+207.9% |
| Participant deferral / active EE | $7,436 | $7,297+1.9% | $9,131-18.6% | $4,647+60.0% |
| Admin fee / account holder | $314 | $254+23.6% | $13,901-97.7% | $430-27.1% |