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; Recordk... | $183,233 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $35,975 |
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 | $209,059 | $78,275+167.1% | $109,143+91.5% | $86,799+140.9% |
| Participation rate | 82.0% | 73.8%+8.1pp | 75.9%+6.1pp | 72.3%+9.7pp |
| Annual return | 26.48% | 19.14%+7.3pp | 25.75%+0.7pp | 97.91%-71.4pp |
| Employer contribution / active EE | $5,754 | $3,105+85.3% | $3,722+54.6% | $2,405+139.2% |
| Participant deferral / active EE | $9,737 | $3,641+167.5% | $4,653+109.3% | $4,131+135.7% |
| Admin fee / account holder | $499 | $198+151.6% | $6,752-92.6% | $170+194.5% |