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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,255 |
KORNERSTONE, INC.2 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $11,866 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,013 | $52,293-10.1% | $178,490-73.7% | $73,409-36.0% |
| Participation rate | 37.8% | 65.3%-27.5pp | 81.9%-44.1pp | 72.2%-34.4pp |
| Annual return | 11.19% | 34.75%-23.6pp | 151.07%-139.9pp | 59.29%-48.1pp |
| Employer contribution / active EE | $756 | $1,735-56.5% | $5,011-84.9% | $2,234-66.2% |
| Participant deferral / active EE | $1,840 | $2,332-21.1% | $5,202-64.6% | $3,805-51.6% |
| Admin fee / account holder | $258 | $127+102.3% | $13,984-98.2% | $158+63.2% |