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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,383 |
SIERRA OCEAN, LLC4 years Service code 27 · EIN 87-0912546 | Advisory (Plan) | $35,187 |
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 | $66,965 | $62,127+7.8% | $81,382-17.7% | $74,495-10.1% |
| Participation rate | 89.8% | 64.0%+25.8pp | 69.5%+20.3pp | 67.2%+22.6pp |
| Annual return | 15.29% | 16.48%-1.2pp | 24.73%-9.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,773 | $1,882+47.3% | $2,463+12.6% | $2,623+5.7% |
| Participant deferral / active EE | $4,359 | $3,229+35.0% | $3,883+12.3% | $4,346+0.3% |
| Admin fee / account holder | $308 | $1,934-84.1% | $5,768-94.7% | $1,942-84.1% |