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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $91,472 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $43,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,639 | $129,021-36.7% | $184,203-55.7% | $77,643+5.1% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 15.24% | 33.27%-18.0pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,934 | $4,413-10.8% | $6,427-38.8% | $2,726+44.3% |
| Participant deferral / active EE | $6,339 | $7,297-13.1% | $9,131-30.6% | $4,647+36.4% |
| Admin fee / account holder | $301 | $254+18.8% | $13,901-97.8% | $430-30.0% |