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 GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $26,783 |
Filed as: AMERITAS INVESTMENTS CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $14,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,112 | $89,652-60.8% | $141,162-75.1% | $65,185-46.1% |
| Participation rate | 48.6% | 74.7%-26.1pp | 82.5%-33.8pp | 70.2%-21.6pp |
| Annual return | 26.57% | 32.79%-6.2pp | 71.39%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $968 | $3,065-68.4% | $4,735-79.5% | $2,177-55.5% |
| Participant deferral / active EE | $1,980 | $5,691-65.2% | $6,709-70.5% | $3,514-43.7% |
| Admin fee / account holder | $293 | $569-48.4% | $10,261-97.1% | $847-65.4% |