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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,048 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,238 |
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 | $87,938 | $136,307-35.5% | $177,821-50.5% | $73,488+19.7% |
| Participation rate | 81.9% | 86.1%-4.2pp | 87.7%-5.8pp | 70.7%+11.2pp |
| Annual return | 17.16% | 18.68%-1.5pp | 48.32%-31.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,634 | $3,712-2.1% | $5,918-38.6% | $2,270+60.1% |
| Participant deferral / active EE | $3,702 | $5,829-36.5% | $7,714-52.0% | $3,740-1.0% |
| Admin fee / account holder | $219 | $596-63.2% | $12,427-98.2% | $513-57.3% |