Filed October 24, 2016
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,635 |
KORNERSTONE, INC.1 year Service code 27 · EIN 46-4657858 | Advisory (Plan) | $7,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,807 | $62,928-33.6% | $172,739-75.8% | $67,579-38.1% |
| Participation rate | 36.8% | 64.5%-27.6pp | 82.6%-45.8pp | 71.3%-34.4pp |
| Annual return | 14.66% | 30.36%-15.7pp | 802.84%-788.2pp | 378.56%-363.9pp |
| Employer contribution / active EE | $411 | $1,636-74.9% | $5,143-92.0% | $2,148-80.9% |
| Participant deferral / active EE | $1,700 | $2,145-20.7% | $5,198-67.3% | $3,539-52.0% |
| Admin fee / account holder | $183 | $167+9.6% | $13,954-98.7% | $142+28.4% |