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 GROUP8+ years Service code 12 · EIN 93-1253756 | Recordkeeping and information managem... | $84,284 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,000 |
RELIANCE TRUST COMPANY8+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $13,902 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,205 | $106,236+71.5% | $112,228+62.4% | $64,808+181.1% |
| Participation rate | 77.8% | 71.7%+6.1pp | 75.1%+2.7pp | 71.5%+6.3pp |
| Annual return | -17.15% | -6.02%-11.1pp | 27.45%-44.6pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,204 | $3,166+1.2% | $3,635-11.8% | $2,506+27.9% |
| Participant deferral / active EE | $7,076 | $3,785+86.9% | $4,728+49.7% | $4,310+64.2% |
| Admin fee / account holder | $341 | $452-24.5% | $6,410-94.7% | $188+81.4% |