Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,021 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,565 | $89,808+98.8% | $100,391+77.9% | $77,643+130.0% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 13.29% | 20.62%-7.3pp | 49.20%-35.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,131 | $3,039+35.9% | $3,942+4.8% | $2,726+51.5% |
| Participant deferral / active EE | $10,644 | $8,284+28.5% | $8,082+31.7% | $4,647+129.0% |
| Admin fee / account holder | $24 | $174-86.1% | $7,899-99.7% | $430-94.4% |