Filed March 1, 2023 (most recent of 3 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 GROUP5+ years Service code 12 · EIN 93-1253567 | Custodial (other than securities); Re... | $46,646 |
PENSION PLAN SPECIALISTS, PC5+ years Filed as: PENSION PLAN SPECIALISTS Service code 70 · EIN 26-1570786 | Consulting Fees | $3,370 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,767 | $98,982-46.7% | $162,163-67.5% | $65,185-19.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.88% | 24.84%-1.0pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $4,174 | $3,467+20.4% | $5,614-25.6% | $2,177+91.8% |
| Participant deferral / active EE | $4,351 | $5,384-19.2% | $7,298-40.4% | $3,514+23.8% |
| Admin fee / account holder | $175 | $596-70.7% | $10,843-98.4% | $847-79.4% |