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 GROUP2 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,493 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $34,830 |
MALCOLM THOMPSON & ASSOCIATES2 years Service code 13 · EIN 26-4203770 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,600 | $104,475+110.2% | $159,436+37.7% | $79,386+176.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 45.68% | 67.95%-22.3pp | 263.57%-217.9pp | 116.85%-71.2pp |
| Employer contribution / active EE | $11,537 | $3,417+237.7% | $4,829+138.9% | $2,427+375.3% |
| Participant deferral / active EE | $6,890 | $6,467+6.5% | $7,352-6.3% | $4,046+70.3% |
| Admin fee / account holder | $113 | $711-84.1% | $10,799-98.9% | $626-81.9% |