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 | Recordkeeping and information managem... | $23,283 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,200 |
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $8,000 |
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 | $50,269 | $73,638-31.7% | $95,952-47.6% | $73,488-31.6% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 16.38% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,481 | $1,863-20.5% | $2,541-41.7% | $2,270-34.7% |
| Participant deferral / active EE | $2,682 | $3,617-25.8% | $4,167-35.6% | $3,740-28.3% |
| Admin fee / account holder | $174 | $482-63.9% | $6,795-97.4% | $513-66.0% |