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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,648 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,995 | $43,423-60.9% | $78,689-78.4% | $55,167-69.2% |
| Participation rate | 65.9% | 68.0%-2.2pp | 73.6%-7.7pp | 69.0%-3.1pp |
| Annual return | 7.50% | 11.53%-4.0pp | 62.18%-54.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $551 | $1,997-72.4% | $2,851-80.7% | $1,963-71.9% |
| Participant deferral / active EE | $1,746 | $2,509-30.4% | $3,517-50.3% | $3,054-42.8% |
| Admin fee / account holder | $75 | $416-82.0% | $4,510-98.3% | $504-85.1% |