Filed April 13, 2016
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 | Shareholder servicing fees; Direct pa... | $13,817 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,288 |
MAP RETIREMENT, INC.7 years Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $486 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $427 |
SAGEPOINT FINANCIAL INC8 years Filed as: FSC SECURITIES CORPORATION Service code 99 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Fees | $47 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,498 | $58,778-15.8% | $129,207-61.7% | $77,643-36.2% |
| Participation rate | 58.0% | 59.2%-1.2pp | 69.6%-11.6pp | 70.6%-12.6pp |
| Annual return | 12.18% | 24.73%-12.6pp | 9417.33%-9405.1pp | 31.24%-19.1pp |
| Employer contribution / active EE | $988 | $1,952-49.4% | $4,153-76.2% | $2,726-63.8% |
| Participant deferral / active EE | $2,110 | $3,212-34.3% | $4,168-49.4% | $4,647-54.6% |
| Admin fee / account holder | $260 | $589-55.8% | $7,715-96.6% | $430-39.5% |