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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $27,811 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,684 |
STANDARD RETIREMENT SERVICES3+ years Service code 19 | Securities Custodian | $3,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,338 | $74,552-16.4% | $62,995-1.0% | $69,631-10.5% |
| Participation rate | 45.9% | 78.3%-32.4pp | 74.8%-28.9pp | 70.7%-24.8pp |
| Annual return | 18.03% | 15.77%+2.3pp | 87.57%-69.5pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,110 | $2,929-62.1% | $2,759-59.8% | $2,032-45.4% |
| Participant deferral / active EE | $1,968 | $2,974-33.8% | $3,329-40.9% | $3,224-39.0% |
| Admin fee / account holder | $185 | $59+211.0% | $3,600-94.9% | $110+67.3% |