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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $146,041 |
HUMAN INTEREST ADVISOR LLC4 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $35,727 |
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 | $101,981 | $61,473+65.9% | $81,930+24.5% | $73,409+38.9% |
| Participation rate | 86.8% | 72.4%+14.4pp | 72.0%+14.8pp | 72.2%+14.6pp |
| Annual return | 21.80% | 28.26%-6.5pp | 29.49%-7.7pp | 59.29%-37.5pp |
| Employer contribution / active EE | $6,794 | $1,898+258.0% | $4,310+57.6% | $2,234+204.2% |
| Participant deferral / active EE | $5,795 | $3,080+88.1% | $7,107-18.5% | $3,805+52.3% |
| Admin fee / account holder | $95 | $125-24.5% | $5,158-98.2% | $158-40.0% |