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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY3+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $54,784 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,883 |
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 | $101,045 | $80,753+25.1% | $136,294-25.9% | $62,292+62.2% |
| Participation rate | 97.4% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 20.26% | 35.83%-15.6pp | 5155.94%-5135.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $4,315 | $2,884+49.6% | $4,695-8.1% | $2,042+111.3% |
| Participant deferral / active EE | $6,642 | $5,164+28.6% | $6,247+6.3% | $3,169+109.6% |
| Admin fee / account holder | $289 | $525-45.1% | $9,243-96.9% | $479-39.8% |