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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $111,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,213 | $132,049+8.5% | $200,582-28.6% | $74,304+92.7% |
| Participation rate | 71.1% | 84.1%-13.0pp | 86.9%-15.8pp | 60.3%+10.7pp |
| Annual return | 16.50% | 22.22%-5.7pp | 42.33%-25.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $4,822 | $4,558+5.8% | $6,419-24.9% | $2,241+115.2% |
| Participant deferral / active EE | $4,346 | $7,213-39.7% | $9,331-53.4% | $3,767+15.4% |
| Admin fee / account holder | $334 | $2,405-86.1% | $16,305-97.9% | $2,969-88.7% |