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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Sh... | $57,192 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISOR'S INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $27,926 |
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 | $66,495 | $75,183-11.6% | $123,892-46.3% | $55,167+20.5% |
| Participation rate | 84.0% | 72.8%+11.2pp | 81.4%+2.6pp | 69.0%+15.0pp |
| Annual return | 7.34% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,069 | $2,823-62.1% | $4,617-76.8% | $1,963-45.5% |
| Participant deferral / active EE | $3,939 | $5,084-22.5% | $5,984-34.2% | $3,054+29.0% |
| Admin fee / account holder | $357 | $663-46.2% | $8,357-95.7% | $504-29.2% |