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 7-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 | Custodial (securities); Recordkeeping... | $24,411 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,295 | $62,928-86.8% | $172,739-95.2% | $67,579-87.7% |
| Participation rate | 61.7% | 64.5%-2.8pp | 82.6%-21.0pp | 71.3%-9.6pp |
| Annual return | 19.15% | 30.36%-11.2pp | 802.84%-783.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $819 | $2,145-61.8% | $5,198-84.2% | $3,539-76.9% |
| Admin fee / account holder | $60 | $167-63.7% | $13,954-99.6% | $142-57.5% |