Filed December 15, 2017
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $35,602 |
SECURITIES AMERICA INC3+ years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $10,232 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,610 |
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 | $51,592 | $76,000-32.1% | $154,107-66.5% | $64,186-19.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,802 | $3,351-16.4% | $5,298-47.1% | $2,381+17.7% |
| Participant deferral / active EE | $9,103 | $3,175+186.7% | $5,081+79.2% | $3,470+162.4% |
| Admin fee / account holder | $276 | $5,596-95.1% | $13,411-97.9% | $4,888-94.3% |