Filed August 6, 2024
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 9-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; Direct payment fro... | $109,282 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,485 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $7,196 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,789 | $50,815-51.2% | $155,509-84.1% | $77,643-68.1% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.1pp |
| Annual return | 14.83% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,586 | $1,993+29.8% | $4,672-44.7% | $2,726-5.1% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $141 | $437-67.7% | $15,912-99.1% | $430-67.3% |