Filed November 4, 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 | Custodial (other than securities); Cl... | $26,669 |
Filed as: MHS ADVISORY SERVICES Service code 27 10900 WAYZATA BOULEVARD · MINNETONKA, MN 55305 | Advisory (Plan) | $13,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,236 | $50,820-46.4% | $155,567-82.5% | $77,671-64.9% |
| Participation rate | 28.8% | 63.1%-34.3pp | 78.2%-49.4pp | 70.6%-41.8pp |
| Annual return | 16.12% | 34.85%-18.7pp | 64.74%-48.6pp | 31.21%-15.1pp |
| Employer contribution / active EE | $426 | $1,993-78.6% | $4,674-90.9% | $2,726-84.4% |
| Participant deferral / active EE | $874 | $2,823-69.0% | $5,628-84.5% | $4,648-81.2% |
| Admin fee / account holder | $149 | $436-65.8% | $15,916-99.1% | $430-65.3% |