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 |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $33,918 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $32,265 |
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 | $54,843 | $50,666+8.2% | $76,817-28.6% | $65,185-15.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 22.05% | 28.51%-6.5pp | 1166.11%-1144.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,365 | $1,575+50.2% | $2,302+2.7% | $2,177+8.7% |
| Participant deferral / active EE | $4,662 | $2,647+76.2% | $3,336+39.8% | $3,514+32.7% |
| Admin fee / account holder | $309 | $463-33.2% | $6,420-95.2% | $847-63.5% |