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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $85,052 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,599 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,339 | $121,341-13.2% | $189,513-44.4% | $79,386+32.7% |
| Participation rate | 72.7% | 86.1%-13.4pp | 87.8%-15.1pp | 70.7%+2.0pp |
| Annual return | 13.80% | 21.08%-7.3pp | 555.15%-541.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,906 | $3,915-0.2% | $6,162-36.6% | $2,427+60.9% |
| Participant deferral / active EE | $3,886 | $6,395-39.2% | $8,221-52.7% | $4,046-3.9% |
| Admin fee / account holder | $269 | $651-58.8% | $12,045-97.8% | $626-57.1% |