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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $40,138 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,366 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $60,858 | $79,124-23.1% | $60,8740% | $64,808-6.1% |
| Participation rate | 44.4% | 77.7%-33.3pp | 73.1%-28.7pp | 71.5%-27.0pp |
| Annual return | -18.34% | -7.13%-11.2pp | 16.90%-35.2pp | 32.82%-51.2pp |
| Employer contribution / active EE | $672 | $3,050-78.0% | $2,701-75.1% | $2,506-73.2% |
| Participant deferral / active EE | $2,172 | $3,725-41.7% | $3,817-43.1% | $4,310-49.6% |
| Admin fee / account holder | $373 | $106+253.3% | $3,224-88.4% | $188+98.8% |