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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,778 |
PREISZ ASSOCIATES1 year Filed as: PREISZ FINANCIAL Service code 27 · EIN 93-1297546 | Advisory (Plan) | $7,687 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,226 | $43,411-2.7% | $94,993-55.5% | $69,631-39.4% |
| Participation rate | 84.4% | 64.4%+19.9pp | 73.9%+10.5pp | 70.7%+13.7pp |
| Annual return | 16.82% | 22.54%-5.7pp | 27.12%-10.3pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $364 | $1,202-69.7% | $2,603-86.0% | $2,032-82.1% |
| Participant deferral / active EE | $2,334 | $2,384-2.1% | $3,317-29.6% | $3,224-27.6% |
| Admin fee / account holder | $61 | $87-30.7% | $4,960-98.8% | $110-45.2% |