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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $37,800 |
Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 01-0522492 | Advisory (Plan) | $8,408 |
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 | $51,497 | $48,576+6.0% | $169,463-69.6% | $56,287-8.5% |
| Participation rate | 77.4% | 65.8%+11.6pp | 77.8%-0.3pp | 69.9%+7.6pp |
| Annual return | -1.93% | -2.51%+0.6pp | 1.83%-3.8pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,743 | $1,559+11.8% | $4,159-58.1% | $2,111-17.4% |
| Participant deferral / active EE | $3,921 | $3,275+19.7% | $5,277-25.7% | $3,350+17.1% |
| Admin fee / account holder | $240 | $435-44.9% | $9,109-97.4% | $521-54.0% |