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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,627 |
SECURITIES AMERICA INC7+ years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $8,168 |
Filed as: RESOURCES INVESTMENTS ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,357 |
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 | $77,137 | $73,867+4.4% | $143,757-46.3% | $68,494+12.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,261 | $3,184+2.4% | $4,951-34.1% | $2,596+25.6% |
| Participant deferral / active EE | $9,074 | $3,384+168.1% | $5,637+61.0% | $4,027+125.3% |
| Admin fee / account holder | $382 | $5,755-93.4% | $14,673-97.4% | $5,403-92.9% |