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 GROUP6+ years Service code 12 · EIN 93-1075369 | Custodial (other than securities); Cl... | $58,688 |
D.H. HILL ADVISORS, INC.5 years Service code 27 · EIN 76-0574740 | Advisory (Plan) | $29,721 |
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 | $45,083 | $73,638-38.8% | $95,952-53.0% | $73,488-38.7% |
| Participation rate | 91.4% | 76.2%+15.3pp | 77.1%+14.4pp | 70.7%+20.8pp |
| Annual return | 13.99% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $686 | $1,863-63.2% | $2,541-73.0% | $2,270-69.8% |
| Participant deferral / active EE | $5,300 | $3,617+46.5% | $4,167+27.2% | $3,740+41.7% |
| Admin fee / account holder | $266 | $482-44.9% | $6,795-96.1% | $513-48.2% |