Filed December 6, 2023
Total covered: 17 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,488 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,114 |
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 | $18,619 | $55,415-66.4% | $155,509-88.0% | $74,495-75.0% |
| Participation rate | 90.1% | 61.9%+28.2pp | 78.2%+11.9pp | 67.2%+22.9pp |
| Annual return | 13.13% | 268.50%-255.4pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $501 | $2,267-77.9% | $4,672-89.3% | $2,623-80.9% |
| Participant deferral / active EE | $2,187 | $2,836-22.9% | $5,626-61.1% | $4,346-49.7% |
| Admin fee / account holder | $145 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |