Filed February 8, 2023 (most recent of 3 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 GROUP1 year Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $53,862 |
Filed as: PENSION FINANCIAL SERVICES INC, Service code 13 · EIN 58-1485803 3700 CRESTWOOK PARKWAY NW STE 550 · DULUTH, GA 30096 | Contract Administrator | $1,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,854 | $122,239-39.6% | $184,203-59.9% | $74,495-0.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.53% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,473 | $4,537-1.4% | $6,427-30.4% | $2,623+70.5% |
| Participant deferral / active EE | $5,107 | $7,139-28.5% | $9,131-44.1% | $4,346+17.5% |
| Admin fee / account holder | $63 | $1,260-95.0% | $13,901-99.5% | $1,942-96.8% |