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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $59,045 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $22,371 |
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 | $85,087 | $89,652-5.1% | $141,162-39.7% | $65,185+30.5% |
| Participation rate | 76.6% | 74.7%+1.9pp | 82.5%-5.9pp | 70.2%+6.4pp |
| Annual return | 22.59% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,066 | $3,065-65.2% | $4,735-77.5% | $2,177-51.0% |
| Participant deferral / active EE | $3,902 | $5,691-31.4% | $6,709-41.8% | $3,514+11.1% |
| Admin fee / account holder | $336 | $569-40.8% | $10,261-96.7% | $847-60.3% |