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 GROUP9+ years Service code 12 · EIN 93-1253567 | Custodial (other than securities); Di... | $63,978 |
PENSION PLAN SPECIALISTS, PC9+ years Filed as: PENSION PLAN SPECIALISTS Service code 27 · EIN 26-1570786 | Advisory (Plan) | $6,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,239 | $100,227-34.9% | $169,993-61.6% | $74,419-12.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 21.71% | 66.08%-44.4pp | 53.37%-31.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $5,359 | $4,263+25.7% | $6,785-21.0% | $2,637+103.2% |
| Participant deferral / active EE | $5,892 | $7,143-17.5% | $10,408-43.4% | $4,528+30.1% |
| Admin fee / account holder | $186 | $234-20.8% | $12,815-98.6% | $348-46.6% |