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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $39,818 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,187 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,548 | $91,762-6.8% | $67,502+26.7% | $77,643+10.2% |
| Participation rate | 50.7% | 75.9%-25.2pp | 72.9%-22.2pp | 70.6%-19.9pp |
| Annual return | 14.67% | 14.87%-0.2pp | 3512.12%-3497.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $901 | $3,181-71.7% | $2,731-67.0% | $2,726-66.9% |
| Participant deferral / active EE | $2,886 | $3,903-26.1% | $4,000-27.9% | $4,647-37.9% |
| Admin fee / account holder | $257 | $176+45.9% | $3,998-93.6% | $430-40.3% |