Filed February 19, 2025
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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $42,029 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $41,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,017 | $59,159+52.2% | $159,960-43.7% | $66,914+34.5% |
| Participation rate | 97.8% | 68.1%+29.7pp | 78.0%+19.8pp | 69.8%+28.0pp |
| Annual return | -14.89% | -12.26%-2.6pp | 408.60%-423.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,275 | $1,983+14.7% | $4,226-46.2% | $2,544-10.6% |
| Participant deferral / active EE | $11,001 | $4,395+150.3% | $6,182+77.9% | $4,237+159.6% |
| Admin fee / account holder | $349 | $591-41.0% | $8,698-96.0% | $593-41.2% |