Filed January 24, 2025
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 | Claims processing; Recordkeeping and ... | $96,586 |
RETIREMENT FUND MGMT7 years Filed as: RETIREMENT FUND MANAGEMENT Service code 27 · EIN 58-2223362 | Advisory (Plan) | $25,000 |
CLAUSELL & ASSOCIATES, P.C.8 years Service code 10 · EIN 58-1798795 | Accounting | $7,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,837 | $241,101-82.6% | $103,333-59.5% | $199,593-79.0% |
| Participation rate | 40.5% | 78.3%-37.8pp | 74.5%-34.0pp | 72.0%-31.4pp |
| Annual return | 14.61% | 17.80%-3.2pp | 24.88%-10.3pp | 34.25%-19.6pp |
| Employer contribution / active EE | $943 | $4,244-77.8% | $3,868-75.6% | $3,034-68.9% |
| Participant deferral / active EE | $2,424 | $3,958-38.8% | $5,057-52.1% | $5,087-52.4% |
| Admin fee / account holder | $93 | $288-67.7% | $8,355-98.9% | $269-65.4% |