Filed February 10, 2016 (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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,988 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,511 | $122,239-36.6% | $184,203-57.9% | $74,495+4.0% |
| Participation rate | 85.7% | 85.5%+0.2pp | 86.8%-1.1pp | 67.2%+18.5pp |
| Annual return | 14.35% | 19.95%-5.6pp | 28.81%-14.5pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,171 | $4,537-52.2% | $6,427-66.2% | $2,623-17.2% |
| Participant deferral / active EE | $4,050 | $7,139-43.3% | $9,131-55.6% | $4,346-6.8% |
| Admin fee / account holder | $129 | $1,260-89.7% | $13,901-99.1% | $1,942-93.3% |