Filed August 18, 2021 (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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $45,703 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,513 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,144 | $89,248-28.1% | $136,007-52.8% | $74,546-14.0% |
| Participation rate | 93.6% | 69.4%+24.2pp | 76.5%+17.2pp | 67.2%+26.4pp |
| Annual return | 18.48% | 22.76%-4.3pp | 579.32%-560.8pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $4,368 | $2,838+53.9% | $4,215+3.6% | $2,624+66.4% |
| Participant deferral / active EE | $9,893 | $4,598+115.2% | $7,024+40.8% | $4,347+127.6% |
| Admin fee / account holder | $179 | $1,545-88.4% | $6,858-97.4% | $1,944-90.8% |