Filed May 17, 2023 (most recent of 2 filings on file)
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $49,393 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $2,221 |
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 | $77,542 | $98,982-21.7% | $162,163-52.2% | $65,185+19.0% |
| Participation rate | 81.3% | 85.8%-4.5pp | 87.6%-6.3pp | 70.2%+11.1pp |
| Annual return | 21.60% | 24.84%-3.2pp | 115.59%-94.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,678 | $3,467+6.1% | $5,614-34.5% | $2,177+69.0% |
| Participant deferral / active EE | $3,324 | $5,384-38.3% | $7,298-54.5% | $3,514-5.4% |
| Admin fee / account holder | $143 | $596-76.1% | $10,843-98.7% | $847-83.2% |