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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $66,678 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,803 |
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 | $67,979 | $73,102-7.0% | $123,544-45.0% | $56,287+20.8% |
| Participation rate | 82.5% | 74.3%+8.2pp | 82.3%+0.2pp | 69.9%+12.7pp |
| Annual return | -5.68% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,106 | $2,977-62.9% | $4,628-76.1% | $2,111-47.6% |
| Participant deferral / active EE | $3,973 | $5,423-26.7% | $6,426-38.2% | $3,350+18.6% |
| Admin fee / account holder | $405 | $554-26.8% | $9,284-95.6% | $521-22.2% |