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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $239,423 |
HUMAN INTEREST ADVISOR LLC7 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $14,790 |
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 | $119,838 | $69,823+71.6% | $77,163+55.3% | $74,419+61.0% |
| Participation rate | 84.6% | 70.0%+14.5pp | 69.6%+15.0pp | 70.7%+13.8pp |
| Annual return | 19.91% | 19.98%-0.1pp | 37.87%-18.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $7,785 | $2,150+262.1% | $2,535+207.1% | $2,637+195.2% |
| Participant deferral / active EE | $6,574 | $3,558+84.8% | $3,833+71.5% | $4,528+45.2% |
| Admin fee / account holder | $124 | $398-68.8% | $5,472-97.7% | $348-64.4% |