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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $116,347 |
SIKICH LLP8 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 27 · EIN 20-8014560 | Advisory (Plan) | $46,657 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,861 | $66,457-26.5% | $81,382-40.0% | $77,643-37.1% |
| Participation rate | 95.3% | 68.7%+26.5pp | 69.5%+25.8pp | 70.6%+24.7pp |
| Annual return | 13.28% | 15.93%-2.6pp | 24.73%-11.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,997 | $2,159-7.5% | $2,463-18.9% | $2,726-26.7% |
| Participant deferral / active EE | $3,752 | $3,679+2.0% | $3,883-3.4% | $4,647-19.3% |
| Admin fee / account holder | $182 | $583-68.8% | $5,768-96.9% | $430-57.8% |