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 93-1253576 | Recordkeeping and information managem... | $104,096 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,598 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $18,485 |
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 | $54,573 | $52,293+4.4% | $178,490-69.4% | $73,409-25.7% |
| Participation rate | 93.1% | 65.3%+27.7pp | 81.9%+11.2pp | 72.2%+20.9pp |
| Annual return | 17.71% | 34.75%-17.0pp | 151.07%-133.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,255 | $1,735-27.7% | $5,011-75.0% | $2,234-43.8% |
| Participant deferral / active EE | $5,072 | $2,332+117.5% | $5,202-2.5% | $3,805+33.3% |
| Admin fee / account holder | $166 | $127+30.6% | $13,984-98.8% | $158+5.3% |