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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $45,079 |
SIERRA OCEAN, LLC2 years Service code 27 · EIN 87-0912546 | Advisory (Plan) | $33,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,313 | $50,199+18.2% | $70,092-15.4% | $66,914-11.4% |
| Participation rate | 89.0% | 66.3%+22.7pp | 70.5%+18.6pp | 69.8%+19.2pp |
| Annual return | -15.98% | -13.85%-2.1pp | 190.73%-206.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,909 | $1,864+56.1% | $2,559+13.7% | $2,544+14.3% |
| Participant deferral / active EE | $4,845 | $3,112+55.7% | $3,849+25.9% | $4,237+14.3% |
| Admin fee / account holder | $402 | $600-33.0% | $6,267-93.6% | $593-32.3% |