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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,988 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $1,412 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,103 | $130,194-15.4% | $169,993-35.2% | $71,457+54.1% |
| Participation rate | 71.1% | 86.1%-15.0pp | 87.0%-15.9pp | 67.9%+3.2pp |
| Annual return | 14.81% | 20.37%-5.6pp | 53.37%-38.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $5,068 | $4,381+15.7% | $6,785-25.3% | $2,588+95.8% |
| Participant deferral / active EE | $4,165 | $6,923-39.8% | $10,408-60.0% | $4,289-2.9% |
| Admin fee / account holder | $285 | $966-70.4% | $12,815-97.8% | $1,587-82.0% |