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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $72,291 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $50,871 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP Service code 19 | Securities Custodian | $1,402 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,924 | $131,799-28.0% | $200,582-52.7% | $85,563+10.9% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 16.59% | 21.59%-5.0pp | 42.33%-25.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $4,367 | $4,532-3.6% | $6,419-32.0% | $2,654+64.6% |
| Participant deferral / active EE | $6,799 | $7,702-11.7% | $9,331-27.1% | $4,375+55.4% |
| Admin fee / account holder | $277 | $235+18.0% | $16,305-98.3% | $834-66.7% |