Filed June 8, 2022 (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.
See the 10-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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $15,541 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $10,174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,460 | $50,385+31.9% | $75,670-12.2% | $62,292+6.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 12.85% | 19.90%-7.0pp | 27.34%-14.5pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,142 | $1,537+39.3% | $2,352-8.9% | $2,042+4.9% |
| Participant deferral / active EE | $3,993 | $2,445+63.3% | $3,142+27.1% | $3,169+26.0% |
| Admin fee / account holder | $327 | $384-14.9% | $5,800-94.4% | $479-31.8% |