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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,365 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,560 | $108,719+96.4% | $101,326+110.8% | $85,563+149.6% |
| Participation rate | 96.8% | 80.9%+15.9pp | 81.5%+15.3pp | 66.0%+30.8pp |
| Annual return | 16.08% | 20.95%-4.9pp | 36.82%-20.7pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,337 | $3,114+39.3% | $3,665+18.3% | $2,654+63.5% |
| Participant deferral / active EE | $11,432 | $8,545+33.8% | $7,994+43.0% | $4,375+161.3% |
| Admin fee / account holder | $35 | $685-94.8% | $11,185-99.7% | $834-95.8% |