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 | Recordkeeping and information managem... | $34,972 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 · EIN 13-3180631 | Advisory (Plan) | $33,013 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,553 | $100,923-35.0% | $150,045-56.3% | $74,304-11.8% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.6pp |
| Annual return | 18.71% | 51.77%-33.1pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $4,717 | $3,463+36.2% | $4,693+0.5% | $2,241+110.5% |
| Participant deferral / active EE | $9,987 | $6,709+48.8% | $7,997+24.9% | $3,767+165.1% |
| Admin fee / account holder | $265 | $2,767-90.4% | $13,435-98.0% | $2,969-91.1% |