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 GROUP9+ years Service code 12 · EIN 93-1253756 | Custodial (securities); Sub-transfer ... | $104,156 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,000 |
RELIANCE TRUST COMPANY9+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $14,976 |
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 | $206,406 | $92,971+122.0% | $96,683+113.5% | $74,419+177.4% |
| Participation rate | 82.5% | 71.5%+10.9pp | 74.3%+8.1pp | 70.7%+11.7pp |
| Annual return | 17.97% | 37.49%-19.5pp | 35.69%-17.7pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,501 | $3,426+2.2% | $3,737-6.3% | $2,637+32.8% |
| Participant deferral / active EE | $7,933 | $3,970+99.8% | $4,878+62.6% | $4,528+75.2% |
| Admin fee / account holder | $411 | $633-35.1% | $6,730-93.9% | $348+18.0% |