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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,801 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,694 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,271 | $50,815-48.3% | $155,509-83.1% | $77,643-66.2% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 9.59% | 34.80%-25.2pp | 64.67%-55.1pp | 31.24%-21.7pp |
| Employer contribution / active EE | $1,848 | $1,993-7.3% | $4,672-60.5% | $2,726-32.2% |
| Participant deferral / active EE | $2,815 | $2,822-0.2% | $5,626-50.0% | $4,647-39.4% |
| Admin fee / account holder | $201 | $437-54.0% | $15,912-98.7% | $430-53.4% |