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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $121,611 |
GREENAWALT & CO.4+ years Service code 10 · EIN 23-2405297 | Accounting | $7,400 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,476 |
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 | $74,576 | $65,223+14.3% | $80,019-6.8% | $55,725+33.8% |
| Participation rate | 91.1% | 80.6%+10.5pp | 75.8%+15.3pp | 70.9%+20.2pp |
| Annual return | -2.32% | 7.59%-9.9pp | 11.22%-13.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $781 | $2,544-69.3% | $2,468-68.4% | $2,078-62.4% |
| Participant deferral / active EE | $2,669 | $3,881-31.2% | $3,686-27.6% | $3,356-20.5% |
| Admin fee / account holder | $155 | $114+35.4% | $6,521-97.6% | $115+34.2% |