Filed February 13, 2019
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 8-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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $115,340 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,802 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $13,277 |
BRIXEY & MEYER1 year Service code 10 · EIN 30-0132514 | Accounting | $11,469 |
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 | $155,824 | $85,135+83.0% | $98,907+57.5% | $73,409+112.3% |
| Participation rate | 95.7% | 81.1%+14.5pp | 76.0%+19.6pp | 72.2%+23.5pp |
| Annual return | 14.20% | 19.14%-4.9pp | 196.43%-182.2pp | 59.29%-45.1pp |
| Employer contribution / active EE | $6,992 | $2,721+157.0% | $2,689+160.0% | $2,234+213.0% |
| Participant deferral / active EE | $9,800 | $4,349+125.3% | $4,244+130.9% | $3,805+157.5% |
| Admin fee / account holder | $195 | $139+40.0% | $6,642-97.1% | $158+23.4% |