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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $27,040 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,226 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $2,865 |
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 | $63,900 | $68,408-6.6% | $57,179+11.8% | $57,658+10.8% |
| Participation rate | 44.3% | 79.1%-34.8pp | 75.3%-31.0pp | 70.2%-25.9pp |
| Annual return | 7.66% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $631 | $2,869-78.0% | $2,682-76.5% | $1,974-68.0% |
| Participant deferral / active EE | $1,885 | $2,903-35.1% | $3,096-39.1% | $3,061-38.4% |
| Admin fee / account holder | $215 | $70+209.1% | $3,139-93.1% | $95+127.8% |