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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $67,313 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $57,119 |
18 funds of $250K or more; 17 lines in all, holding $19.4M of the plan's $20.3M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $9.8M | 50.7% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 1 vintage | $2.5M | 12.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 11.5% |
| Large Cap Growth Fund IV Manager not matched · Mutual fund | $1.0M | 5.3% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $983K | 5.1% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $365K | 1.9% |
| MFS Mid Cap Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $339K | 1.7% |
| Fidelity Mid-Cap Stock Fund Fidelity (FMR) · Mutual fund | $333K | 1.7% |
| Guaranteed Return Account Manager not matched · Insurance contract | $295K | 1.5% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $286K | 1.5% |
See the other 7 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,604 | $129,021-57.7% | $184,203-70.4% | $77,643-29.7% |
| Participation rate | 99.0% | 87.3%+11.7pp | 86.8%+12.2pp | 70.6%+28.4pp |
| Annual return | 51.18% | 33.27%+17.9pp | 28.81%+22.4pp | 31.24%+19.9pp |
| Employer contribution / active EE | $3,270 | $4,413-25.9% | $6,427-49.1% | $2,726+20.0% |
| Participant deferral / active EE | $7,544 | $7,297+3.4% | $9,131-17.4% | $4,647+62.3% |
| Admin fee / account holder | $197 | $254-22.3% | $13,901-98.6% | $430-54.2% |