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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $76,463 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,622 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $14,267 |
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 | $141,440 | $131,799+7.3% | $200,582-29.5% | $85,563+65.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 17.76% | 21.59%-3.8pp | 42.33%-24.6pp | 31.51%-13.8pp |
| Employer contribution / active EE | $9,875 | $4,532+117.9% | $6,419+53.8% | $2,654+272.1% |
| Participant deferral / active EE | $8,691 | $7,702+12.8% | $9,331-6.9% | $4,375+98.6% |
| Admin fee / account holder | $306 | $235+30.1% | $16,305-98.1% | $834-63.3% |