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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,547 |
KORNERSTONE, INC.4 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $9,097 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,616 |
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 | $33,237 | $65,061-48.9% | $143,757-76.9% | $66,914-50.3% |
| Participation rate | 75.4% | 65.2%+10.2pp | 80.3%-4.9pp | 69.8%+5.6pp |
| Annual return | -13.21% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,909 | $2,361-19.1% | $4,951-61.4% | $2,544-25.0% |
| Participant deferral / active EE | $2,820 | $2,919-3.4% | $5,637-50.0% | $4,237-33.4% |
| Admin fee / account holder | $225 | $502-55.2% | $14,673-98.5% | $593-62.1% |