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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $47,042 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,088 | $99,957-10.9% | $149,696-40.5% | $73,488+21.2% |
| Participation rate | 80.9% | 75.7%+5.1pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 13.27% | 53.87%-40.6pp | 276.60%-263.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,090 | $3,191-65.8% | $4,644-76.5% | $2,270-52.0% |
| Participant deferral / active EE | $3,966 | $6,073-34.7% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $303 | $551-45.0% | $9,309-96.7% | $513-40.9% |