Filed January 4, 2018 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $29,410 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,262 | $65,908-89.0% | $81,812-91.1% | $77,643-90.6% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.5pp | 70.6%+28.2pp |
| Annual return | 24.93% | 26.64%-1.7pp | 773.79%-748.9pp | 31.24%-6.3pp |
| Employer contribution / active EE | $1,390 | $2,370-41.3% | $2,912-52.3% | $2,726-49.0% |
| Participant deferral / active EE | $4,122 | $3,505+17.6% | $4,319-4.5% | $4,647-11.3% |
| Admin fee / account holder | $39 | $526-92.7% | $7,386-99.5% | $430-91.0% |