Filed April 28, 2022 (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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,150 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC Service code 27 · EIN 75-3222447 | Advisory (Plan) | $37,268 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,440 | $37,117-44.9% | $147,614-86.2% | $55,191-63.0% |
| Participation rate | 72.6% | 63.6%+9.0pp | 84.6%-12.0pp | 69.2%+3.5pp |
| Annual return | 0.34% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,078 | $1,620-33.5% | $5,564-80.6% | $1,899-43.2% |
| Participant deferral / active EE | $2,547 | $1,985+28.3% | $4,895-48.0% | $3,046-16.4% |
| Admin fee / account holder | $114 | $86+33.7% | $11,611-99.0% | $91+26.0% |