Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $114,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,695 | $100,227-60.4% | $169,993-76.6% | $74,419-46.7% |
| Participation rate | 97.5% | 87.3%+10.2pp | 87.0%+10.5pp | 70.7%+26.8pp |
| Annual return | 16.88% | 66.08%-49.2pp | 53.37%-36.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,824 | $4,263-33.8% | $6,785-58.4% | $2,637+7.1% |
| Participant deferral / active EE | $4,839 | $7,143-32.3% | $10,408-53.5% | $4,528+6.9% |
| Admin fee / account holder | $30 | $234-87.1% | $12,815-99.8% | $348-91.3% |