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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,475 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,110 | $85,202-25.9% | $172,739-63.5% | $72,985-13.5% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.6%+6.9pp | 69.5%+20.1pp |
| Annual return | 21.65% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,255 | $3,324-32.2% | $5,143-56.1% | $2,440-7.6% |
| Participant deferral / active EE | $7,780 | $3,260+138.6% | $5,198+49.7% | $3,607+115.7% |
| Admin fee / account holder | $300 | $5,884-94.9% | $13,954-97.8% | $5,124-94.1% |