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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.
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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... | $44,228 |
EVERHART ADVISORS6 years Service code 26 · EIN 31-1440043 | Advisory (Participants) | $28,075 |
Service code 10 · EIN 31-0800053 | Accounting | $11,200 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 15 · EIN 31-1299207 | Recordkeeping | $5,469 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,065 | $101,317-55.5% | $146,958-69.3% | $74,495-39.5% |
| Participation rate | 81.0% | 75.5%+5.5pp | 82.2%-1.2pp | 67.2%+13.8pp |
| Annual return | 12.00% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $552 | $3,810-85.5% | $4,933-88.8% | $2,623-79.0% |
| Participant deferral / active EE | $7,253 | $7,303-0.7% | $8,070-10.1% | $4,346+66.9% |
| Admin fee / account holder | $338 | $1,739-80.6% | $12,998-97.4% | $1,942-82.6% |