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 5-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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,986 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,762 |
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 | $52,088 | $65,435-20.4% | $86,677-39.9% | $66,914-22.2% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+24.9pp |
| Annual return | -17.59% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,672 | $2,153+209.9% | $2,836+135.2% | $2,544+162.2% |
| Participant deferral / active EE | $17,167 | $4,100+318.7% | $4,656+268.7% | $4,237+305.2% |
| Admin fee / account holder | $241 | $642-62.5% | $7,493-96.8% | $593-59.4% |