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 9-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: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,786 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,420 | $59,186+39.3% | $76,768+7.4% | $56,287+46.4% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.6pp | 69.9%+23.7pp |
| Annual return | -6.41% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $912 | $1,759-48.1% | $2,485-63.3% | $2,111-56.8% |
| Participant deferral / active EE | $4,825 | $3,255+48.2% | $3,852+25.3% | $3,350+44.0% |
| Admin fee / account holder | $602 | $489+23.0% | $6,675-91.0% | $521+15.5% |