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 7-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,196 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $9,505 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,348 | $58,926-80.7% | $97,226-88.3% | $74,495-84.8% |
| Participation rate | 92.1% | 63.5%+28.6pp | 72.7%+19.4pp | 67.2%+24.9pp |
| Annual return | 13.03% | 16.04%-3.0pp | 75.13%-62.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,751 | $3,664-24.9% | $4,264-35.5% | $4,346-36.7% |
| Admin fee / account holder | $160 | $1,974-91.9% | $5,654-97.2% | $1,942-91.8% |