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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $35,285 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,786 |
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 | $73,101 | $83,884-12.9% | $64,056+14.1% | $74,419-1.8% |
| Participation rate | 48.9% | 76.6%-27.8pp | 72.3%-23.4pp | 70.7%-21.9pp |
| Annual return | 18.86% | 16.57%+2.3pp | 33.69%-14.8pp | 34.38%-15.5pp |
| Employer contribution / active EE | $823 | $3,084-73.3% | $2,747-70.0% | $2,637-68.8% |
| Participant deferral / active EE | $2,600 | $3,692-29.6% | $3,880-33.0% | $4,528-42.6% |
| Admin fee / account holder | $208 | $196+5.9% | $3,068-93.2% | $348-40.3% |