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 93-1075369 | Claims processing; Direct payment fro... | $45,145 |
D.H. HILL ADVISORS, INC.2 years Service code 27 · EIN 76-0574740 | Advisory (Plan) | $32,301 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,334 | $64,909-36.3% | $82,313-49.8% | $62,292-33.6% |
| Participation rate | 88.5% | 74.9%+13.6pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 14.50% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,720 | $3,103+19.9% | $3,706+0.4% | $3,169+17.4% |
| Admin fee / account holder | $241 | $440-45.3% | $5,608-95.7% | $479-49.8% |