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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $12,985 |
TEN CAPITAL INVESTMENT ADVISORS LLC2 years Service code 27 · EIN 42-4091726 | Advisory (Plan) | $12,321 |
RANDALL & HURLEY, INC.1 year Service code 12 · EIN 91-1661080 | Participant communication; Claims pro... | $960 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $30,457 | $89,355-65.9% | $141,162-78.4% | $72,985-58.3% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 23.99% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,602 | $3,114-16.4% | $4,735-45.0% | $2,440+6.7% |
| Participant deferral / active EE | $4,604 | $5,418-15.0% | $6,709-31.4% | $3,607+27.6% |
| Admin fee / account holder | $217 | $5,958-96.4% | $10,261-97.9% | $5,124-95.8% |