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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $42,943 |
SECURITIES AMERICA INC6+ years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $15,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,753 | $95,416+2.4% | $185,823-47.4% | $85,850+13.9% |
| Participation rate | 95.1% | 68.8%+26.3pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 17.45% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,927 | $3,314-11.7% | $5,167-43.3% | $2,565+14.1% |
| Participant deferral / active EE | $9,085 | $3,423+165.4% | $5,568+63.2% | $3,952+129.9% |
| Admin fee / account holder | $388 | $7,213-94.6% | $16,237-97.6% | $6,260-93.8% |