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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $65,865 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 10 · EIN 06-1397347 | Accounting | $22,592 |
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 | $77,274 | $102,204-24.4% | $145,661-46.9% | $85,563-9.7% |
| Participation rate | 89.0% | 70.6%+18.4pp | 77.2%+11.8pp | 66.0%+23.0pp |
| Annual return | 19.64% | 16.68%+3.0pp | 101.46%-81.8pp | 31.51%-11.9pp |
| Employer contribution / active EE | $3,010 | $3,600-16.4% | $4,238-29.0% | $2,654+13.4% |
| Participant deferral / active EE | $12,140 | $5,729+111.9% | $7,198+68.6% | $4,375+177.5% |
| Admin fee / account holder | $80 | $647-87.7% | $12,466-99.4% | $834-90.4% |