Filed October 8, 2018 (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 93-1253576 | Recordkeeping and information managem... | $137,689 |
HUMAN INTEREST ADVISOR LLC3 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $16,707 |
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 | $85,050 | $55,790+52.4% | $76,817+10.7% | $67,579+25.9% |
| Participation rate | 86.5% | 71.1%+15.4pp | 72.1%+14.4pp | 71.3%+15.2pp |
| Annual return | 27.45% | 64.45%-37.0pp | 1166.11%-1138.7pp | 378.56%-351.1pp |
| Employer contribution / active EE | $5,925 | $1,810+227.3% | $2,302+157.4% | $2,148+175.9% |
| Participant deferral / active EE | $4,873 | $2,875+69.5% | $3,336+46.1% | $3,539+37.7% |
| Admin fee / account holder | $91 | $159-42.8% | $6,420-98.6% | $142-36.0% |