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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,680 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,618 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,485 |
STANDARD RETIREMENT SERVICES5+ years Service code 19 | Securities Custodian | $4,992 |
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 | $53,021 | $95,542-44.5% | $69,455-23.7% | $67,579-21.5% |
| Participation rate | 49.9% | 79.4%-29.5pp | 74.6%-24.7pp | 71.3%-21.4pp |
| Annual return | 25.27% | 17.67%+7.6pp | 28.97%-3.7pp | 378.56%-353.3pp |
| Employer contribution / active EE | $578 | $2,989-80.7% | $2,779-79.2% | $2,148-73.1% |
| Participant deferral / active EE | $1,702 | $3,263-47.8% | $3,535-51.9% | $3,539-51.9% |
| Admin fee / account holder | $133 | $90+47.7% | $3,839-96.5% | $142-6.8% |