Filed March 30, 2022 (most recent of 6 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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $46,298 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,987 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,614 |
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 | $45,451 | $81,537-44.3% | $149,718-69.6% | $69,631-34.7% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.1%+9.9pp | 70.7%+26.3pp |
| Annual return | 17.52% | 22.79%-5.3pp | 1501.63%-1484.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,513 | $3,239-53.3% | $5,445-72.2% | $2,032-25.6% |
| Participant deferral / active EE | $3,386 | $4,994-32.2% | $6,569-48.5% | $3,224+5.0% |
| Admin fee / account holder | $216 | $107+102.0% | $11,283-98.1% | $110+95.5% |