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 GROUP1 year Filed as: STANCORP FINANCIALS GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $10,437 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $3,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,775 | $58,879-56.2% | $178,490-85.6% | $73,488-64.9% |
| Participation rate | 32.5% | 66.2%-33.7pp | 81.9%-49.4pp | 70.7%-38.2pp |
| Annual return | 17.87% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $360 | $2,236-83.9% | $5,011-92.8% | $2,270-84.1% |
| Participant deferral / active EE | $1,400 | $2,567-45.5% | $5,202-73.1% | $3,740-62.6% |
| Admin fee / account holder | $194 | $400-51.4% | $13,984-98.6% | $513-62.1% |