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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $51,056 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $36,077 |
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 | $58,227 | $111,608-47.8% | $177,821-67.3% | $73,409-20.7% |
| Participation rate | 97.4% | 87.9%+9.5pp | 87.7%+9.7pp | 72.2%+25.2pp |
| Annual return | 17.25% | 18.23%-1.0pp | 48.32%-31.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,200 | $3,796-42.0% | $5,918-62.8% | $2,234-1.5% |
| Participant deferral / active EE | $4,490 | $6,199-27.6% | $7,714-41.8% | $3,805+18.0% |
| Admin fee / account holder | $225 | $166+36.0% | $12,427-98.2% | $158+42.7% |