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 SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $34,240 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $33,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,769 | $43,504+9.8% | $68,793-30.6% | $56,287-15.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -3.95% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,014 | $1,525+32.0% | $2,625-23.3% | $2,111-4.6% |
| Participant deferral / active EE | $3,840 | $2,509+53.1% | $3,311+16.0% | $3,350+14.6% |
| Admin fee / account holder | $321 | $515-37.8% | $5,131-93.8% | $521-38.5% |