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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $129,472 |
CANTORCHAPNICK PLC2 years Service code 10 · EIN 82-3786789 | Accounting | $10,000 |
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 | $66,622 | $79,519-16.2% | $95,952-30.6% | $73,409-9.2% |
| Participation rate | 99.6% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 12.34% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,263 | $2,048-38.3% | $2,541-50.3% | $2,234-43.4% |
| Participant deferral / active EE | $3,050 | $4,138-26.3% | $4,167-26.8% | $3,805-19.9% |
| Admin fee / account holder | $68 | $184-63.0% | $6,795-99.0% | $158-56.8% |