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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $62,088 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISOR'S INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $28,652 |
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 | $73,600 | $80,753-8.9% | $136,294-46.0% | $62,292+18.2% |
| Participation rate | 83.7% | 73.5%+10.2pp | 81.9%+1.8pp | 69.5%+14.2pp |
| Annual return | 18.92% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,062 | $2,884-63.2% | $4,695-77.4% | $2,042-48.0% |
| Participant deferral / active EE | $3,747 | $5,164-27.4% | $6,247-40.0% | $3,169+18.2% |
| Admin fee / account holder | $374 | $525-28.8% | $9,243-96.0% | $479-21.9% |