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 GROUP6+ years Service code 12 · EIN 93-1253567 | Custodial (other than securities); Di... | $44,652 |
PENSION PLAN SPECIALISTS, PC6+ years Filed as: PENSION PLAN SPECIALISTS Service code 70 · EIN 26-1570786 | Consulting Fees | $1,000 |
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 | $59,884 | $549,947-89.1% | $177,821-66.3% | - |
| Participation rate | 99.6% | 87.8%+11.8pp | 87.7%+11.9pp | - |
| Annual return | 19.93% | 10.27%+9.7pp | 48.32%-28.4pp | - |
| Employer contribution / active EE | $4,101 | $3,110+31.9% | $5,918-30.7% | - |
| Participant deferral / active EE | $4,421 | $4,796-7.8% | $7,714-42.7% | - |
| Admin fee / account holder | $143 | $57,220-99.7% | $12,427-98.8% | - |