See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $52,989 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISOR'S INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $33,296 |
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 | $61,505 | $70,002-12.1% | $115,037-46.5% | $52,331+17.5% |
| Participation rate | 83.9% | 72.1%+11.8pp | 81.4%+2.6pp | 68.1%+15.8pp |
| Annual return | -1.47% | 4.04%-5.5pp | 26.14%-27.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,095 | $2,715-59.7% | $4,608-76.2% | $1,882-41.8% |
| Participant deferral / active EE | $3,921 | $4,920-20.3% | $6,026-34.9% | $3,022+29.7% |
| Admin fee / account holder | $380 | $566-32.8% | $8,175-95.4% | $592-35.7% |