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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $47,803 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $32,394 |
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 | $50,193 | $88,515-43.3% | $162,163-69.0% | $67,579-25.7% |
| Participation rate | 96.7% | 86.8%+9.9pp | 87.6%+9.2pp | 71.3%+25.4pp |
| Annual return | 20.83% | 27.04%-6.2pp | 115.59%-94.8pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,688 | $3,563-52.6% | $5,614-69.9% | $2,148-21.4% |
| Participant deferral / active EE | $3,869 | $5,724-32.4% | $7,298-47.0% | $3,539+9.3% |
| Admin fee / account holder | $217 | $124+75.6% | $10,843-98.0% | $142+52.6% |