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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $56,005 |
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $29,605 |
BENEFIT RESOURCES, INC.4 years Service code 27 · EIN 68-0198481 | Advisory (Plan) | $5,021 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
STANCORP FINANCIAL GROUP6 years Service code 19 · EIN 93-1253576 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,922 | $61,272+193.6% | $149,673+20.2% | $71,457+151.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 11.90% | 35.85%-24.0pp | 134.42%-122.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $8,700 | $2,378+265.8% | $4,818+80.6% | $2,588+236.2% |
| Participant deferral / active EE | $8,059 | $2,917+176.3% | $5,680+41.9% | $4,289+87.9% |
| Admin fee / account holder | $542 | $1,261-57.0% | $13,210-95.9% | $1,587-65.8% |