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 GROUP3 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $36,772 |
DAVINCI CAPITAL MANAGEMENT3 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 01-0522492 | Advisory (Plan) | $32,545 |
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 | $60,720 | $62,132-2.3% | $185,823-67.3% | $73,488-17.4% |
| Participation rate | 76.9% | 67.8%+9.1pp | 78.0%-1.1pp | 70.7%+6.2pp |
| Annual return | 14.96% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,984 | $1,681+18.0% | $4,087-51.5% | $2,270-12.6% |
| Participant deferral / active EE | $5,104 | $3,711+37.5% | $5,632-9.4% | $3,740+36.5% |
| Admin fee / account holder | $340 | $419-18.9% | $9,500-96.4% | $513-33.8% |