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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,691 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES Service code 27 · EIN 48-1233289 | Advisory (Plan) | $28,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,113 | $49,915+18.4% | $154,803-61.8% | $74,304-20.4% |
| Participation rate | 95.7% | 54.0%+41.7pp | 78.1%+17.6pp | 60.3%+35.3pp |
| Annual return | 15.44% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,775 | $1,611+72.2% | $4,305-35.5% | $2,241+23.8% |
| Participant deferral / active EE | $3,948 | $2,255+75.1% | $5,540-28.7% | $3,767+4.8% |
| Admin fee / account holder | $472 | $2,189-78.4% | $14,329-96.7% | $2,969-84.1% |