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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $66,684 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $46,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,322 | $111,491-41.4% | $189,513-65.5% | $86,799-24.7% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.1pp |
| Annual return | 17.61% | 83.50%-65.9pp | 555.15%-537.5pp | 97.91%-80.3pp |
| Employer contribution / active EE | $2,325 | $3,951-41.2% | $6,162-62.3% | $2,405-3.3% |
| Participant deferral / active EE | $5,095 | $6,437-20.8% | $8,221-38.0% | $4,131+23.3% |
| Admin fee / account holder | $277 | $189+47.0% | $12,045-97.7% | $170+63.7% |