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 GROUP10+ years Service code 12 · EIN 93-1253567 | Claims processing; Custodial (other t... | $52,197 |
PENSION PLAN SPECIALISTS, PC10+ years Filed as: PENSION PLAN SPECIALISTS Service code 27 · EIN 26-1570786 | Advisory (Plan) | $9,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,598 | $129,021-37.5% | $184,203-56.2% | $77,643+3.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.48% | 33.27%-17.8pp | 28.81%-13.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,808 | $4,413+31.6% | $6,427-9.6% | $2,726+113.1% |
| Participant deferral / active EE | $6,498 | $7,297-10.9% | $9,131-28.8% | $4,647+39.8% |
| Admin fee / account holder | $160 | $254-37.0% | $13,901-98.9% | $430-62.9% |