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 GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $23,470 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,367 | $82,664-48.7% | $125,339-66.2% | $68,494-38.1% |
| Participation rate | 52.7% | 75.0%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,410 | $3,381-58.3% | $4,814-70.7% | $2,596-45.7% |
| Participant deferral / active EE | $3,090 | $6,110-49.4% | $7,446-58.5% | $4,027-23.3% |
| Admin fee / account holder | $322 | $6,275-94.9% | $10,010-96.8% | $5,403-94.0% |