Filed December 6, 2023
Total covered: 17 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 | Direct payment from the plan; Recordk... | $26,295 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,588 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,299 | $65,061-74.9% | $143,757-88.7% | $66,914-75.6% |
| Participation rate | 85.2% | 65.2%+20.1pp | 80.3%+4.9pp | 69.8%+15.4pp |
| Annual return | -16.57% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $587 | $2,361-75.1% | $4,951-88.1% | $2,544-76.9% |
| Participant deferral / active EE | $2,013 | $2,919-31.0% | $5,637-64.3% | $4,237-52.5% |
| Admin fee / account holder | $122 | $502-75.7% | $14,673-99.2% | $593-79.4% |