Filed March 16, 2022 (most recent of 2 filings on file)
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 | Recordkeeping and information managem... | $126,246 |
CANTORCHAPNICK PLC1 year Service code 10 · EIN 82-3786789 | Accounting | $20,285 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,004 | $73,404-22.3% | $87,100-34.6% | $67,579-15.6% |
| Participation rate | 99.8% | 80.9%+19.0pp | 76.9%+23.0pp | 71.3%+28.5pp |
| Annual return | 18.19% | 48.29%-30.1pp | 28.19%-10.0pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,535 | $2,014-23.8% | $2,521-39.1% | $2,148-28.5% |
| Participant deferral / active EE | $3,070 | $3,913-21.5% | $4,049-24.2% | $3,539-13.3% |
| Admin fee / account holder | $91 | $142-35.6% | $7,497-98.8% | $142-35.9% |