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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT,LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $36,194 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $31,711 |
STANDARD FINANCIAL GROUP6+ years Service code 19 | Securities Custodian | $16,353 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,653 | $73,638+85.6% | $108,410+26.1% | $79,386+72.1% |
| Participation rate | 97.1% | 77.4%+19.7pp | 80.1%+16.9pp | 70.7%+26.4pp |
| Annual return | 26.16% | 33.27%-7.1pp | 905.27%-879.1pp | 116.85%-90.7pp |
| Employer contribution / active EE | $2,352 | $2,397-1.9% | $3,558-33.9% | $2,427-3.1% |
| Participant deferral / active EE | $4,011 | $6,218-35.5% | $6,563-38.9% | $4,046-0.8% |
| Admin fee / account holder | $377 | $638-40.9% | $7,295-94.8% | $626-39.8% |