Filed September 18, 2025
Total covered: 9 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 92-1253576 | Recordkeeping and information managem... | $121,696 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $32,251 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,633 | $85,199-87.5% | $57,179-81.4% | $63,975-83.4% |
| Participation rate | 87.0% | 74.0%+12.9pp | 75.3%+11.6pp | 71.1%+15.8pp |
| Annual return | 1.63% | 10.43%-8.8pp | 14.59%-13.0pp | 48.65%-47.0pp |
| Employer contribution / active EE | $1,477 | $3,446-57.2% | $2,682-45.0% | $2,182-32.3% |
| Participant deferral / active EE | $2,581 | $3,109-17.0% | $3,096-16.7% | $3,356-23.1% |
| Admin fee / account holder | $74 | $39+91.8% | $3,139-97.6% | $70+5.2% |