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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,266 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT,LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $43,470 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,010 | $88,634+105.4% | $101,326+79.6% | $74,304+145.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 9.90% | 33.10%-23.2pp | 36.82%-26.9pp | 29.43%-19.5pp |
| Employer contribution / active EE | $4,106 | $2,930+40.1% | $3,665+12.0% | $2,241+83.2% |
| Participant deferral / active EE | $4,916 | $7,322-32.9% | $7,994-38.5% | $3,767+30.5% |
| Admin fee / account holder | $400 | $2,425-83.5% | $11,185-96.4% | $2,969-86.5% |