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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $23,846 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $19,692 |
STANDARD RETIREMENT SERVICES6+ years Service code 19 | Securities Custodian | $5,901 |
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 | $61,598 | $84,948-27.5% | $70,449-12.6% | $73,409-16.1% |
| Participation rate | 46.1% | 79.9%-33.9pp | 75.1%-29.0pp | 72.2%-26.1pp |
| Annual return | 15.44% | 13.39%+2.0pp | 109.03%-93.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $592 | $2,834-79.1% | $2,737-78.4% | $2,234-73.5% |
| Participant deferral / active EE | $1,785 | $3,387-47.3% | $3,709-51.9% | $3,805-53.1% |
| Admin fee / account holder | $146 | $98+48.9% | $3,845-96.2% | $158-7.5% |