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 GROUP8+ years Service code 12 · EIN 93-1253567 | Custodial (other than securities); Di... | $60,944 |
PENSION PLAN SPECIALISTS, PC8+ years Filed as: PENSION PLAN SPECIALISTS Service code 27 · EIN 26-1570786 | Advisory (Plan) | $1,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,773 | $86,897-33.5% | $151,611-61.9% | $64,808-10.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -17.66% | -3.57%-14.1pp | 3.33%-21.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,836 | $4,010+20.6% | $6,166-21.6% | $2,506+93.0% |
| Participant deferral / active EE | $5,345 | $6,690-20.1% | $8,363-36.1% | $4,310+24.0% |
| Admin fee / account holder | $176 | $153+15.1% | $11,616-98.5% | $188-6.2% |