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 GROUP10+ years Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $25,300 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,421 |
WITHUMSMITH+BROWN, PC4 years Filed as: FRENDEL, BROWN & WEISSMAN LLP Service code 10 · EIN 13-2907212 | Accounting | $10,000 |
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 | $159,436 | $88,083+81.0% | $164,813-3.3% | $74,495+114.0% |
| Participation rate | 95.7% | 73.0%+22.7pp | 78.6%+17.1pp | 67.2%+28.5pp |
| Annual return | 14.80% | 17.26%-2.5pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,517 | $2,593-2.9% | $4,341-42.0% | $2,623-4.0% |
| Participant deferral / active EE | $5,790 | $4,498+28.7% | $6,031-4.0% | $4,346+33.2% |
| Admin fee / account holder | $200 | $2,234-91.0% | $12,690-98.4% | $1,942-89.7% |