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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $28,837 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,503 |
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 | $9,644 | $52,293-81.6% | $178,490-94.6% | $73,409-86.9% |
| Participation rate | 62.9% | 65.3%-2.4pp | 81.9%-19.0pp | 72.2%-9.3pp |
| Annual return | 15.38% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $909 | $2,332-61.0% | $5,202-82.5% | $3,805-76.1% |
| Admin fee / account holder | $57 | $127-55.3% | $13,984-99.6% | $158-63.9% |