Filed November 3, 2022 (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 |
|---|---|---|
FUND DIRECT ADVISORS1 year Service code 26 · EIN 27-3584365 | Advisory (Participants) | $6,973 |
Filed as: STANLEY BENEFIT SERVICES, INC Service code 15 · EIN 20-4006400 | Recordkeeping | $2,301 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,530 | $37,426-23.8% | $77,482-63.2% | $79,858-64.3% |
| Participation rate | 96.3% | 41.5%+54.8pp | 54.2%+42.1pp | 69.6%+26.7pp |
| Annual return | 6.20% | 39.70%-33.5pp | 54.79%-48.6pp | 31.71%-25.5pp |
| Employer contribution / active EE | $2,670 | $637+319.4% | $986+170.7% | $2,471+8.1% |
| Participant deferral / active EE | $1,939 | $1,260+53.9% | $1,861+4.2% | $3,740-48.2% |
| Admin fee / account holder | $99 | $2,504-96.1% | $2,858-96.5% | $5,306-98.1% |