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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $92,231 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,893 |
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 | $126,365 | $122,239+3.4% | $184,203-31.4% | $74,495+69.6% |
| Participation rate | 73.9% | 85.5%-11.5pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 14.04% | 19.95%-5.9pp | 28.81%-14.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,454 | $4,537+20.2% | $6,427-15.1% | $2,623+107.9% |
| Participant deferral / active EE | $4,558 | $7,139-36.2% | $9,131-50.1% | $4,346+4.9% |
| Admin fee / account holder | $310 | $1,260-75.4% | $13,901-97.8% | $1,942-84.0% |