Filed July 5, 2017 (most recent of 2 filings on file)
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+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,310 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,011 |
STANDARD RETIREMENT SERVICES1+ years Service code 19 | Securities Custodian | $4,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,007 | $67,166-6.2% | $57,343+9.9% | $55,191+14.2% |
| Participation rate | 46.0% | 77.7%-31.8pp | 75.1%-29.1pp | 69.2%-23.2pp |
| Annual return | 0.50% | 4.22%-3.7pp | 24.39%-23.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $609 | $2,812-78.4% | $2,689-77.4% | $1,899-67.9% |
| Participant deferral / active EE | $1,809 | $2,835-36.2% | $3,162-42.8% | $3,046-40.6% |
| Admin fee / account holder | $205 | $44+371.5% | $3,356-93.9% | $91+126.2% |