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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,939 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $6,900 |
Participant 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 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 | $28,421 | $58,655-51.5% | $91,989-69.1% | $65,185-56.4% |
| Participation rate | 79.7% | 75.3%+4.5pp | 78.6%+1.1pp | 70.2%+9.5pp |
| Annual return | 25.54% | 33.92%-8.4pp | 69.02%-43.5pp | 29.38%-3.8pp |
| Employer contribution / active EE | $882 | $2,080-57.6% | $3,452-74.4% | $2,177-59.5% |
| Participant deferral / active EE | $1,713 | $5,474-68.7% | $5,923-71.1% | $3,514-51.2% |
| Admin fee / account holder | $74 | $434-83.0% | $7,743-99.0% | $847-91.3% |