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 GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $72,693 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,772 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,903 | $86,897-39.1% | $151,611-65.1% | $64,808-18.4% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.7pp |
| Annual return | -17.15% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,940 | $4,010-26.7% | $6,166-52.3% | $2,506+17.3% |
| Participant deferral / active EE | $4,933 | $6,690-26.3% | $8,363-41.0% | $4,310+14.4% |
| Admin fee / account holder | $246 | $153+61.1% | $11,616-97.9% | $188+31.2% |