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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,936 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,631 |
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 | $17,456 | $47,126-63.0% | $149,673-88.3% | $74,419-76.5% |
| Participation rate | 79.9% | 63.4%+16.5pp | 78.8%+1.2pp | 70.7%+9.2pp |
| Annual return | 15.38% | 22.75%-7.4pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $505 | $1,905-73.5% | $4,818-89.5% | $2,637-80.9% |
| Participant deferral / active EE | $1,714 | $2,728-37.2% | $5,680-69.8% | $4,528-62.1% |
| Admin fee / account holder | $128 | $343-62.6% | $13,210-99.0% | $348-63.1% |