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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $74,607 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,829 | $100,227-35.3% | $169,993-61.9% | $74,419-12.9% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 18.49% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,589 | $4,263-15.8% | $6,785-47.1% | $2,637+36.1% |
| Participant deferral / active EE | $5,519 | $7,143-22.7% | $10,408-47.0% | $4,528+21.9% |
| Admin fee / account holder | $244 | $234+4.2% | $12,815-98.1% | $348-29.8% |