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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,357 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 | Accounting | $36,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,276 | $72,994+63.4% | $120,354-0.9% | $77,643+53.6% |
| Participation rate | 47.8% | 55.2%-7.4pp | 71.9%-24.1pp | 70.6%-22.7pp |
| Annual return | 18.20% | 18.23%0pp | 107.15%-88.9pp | 31.24%-13.0pp |
| Employer contribution / active EE | $967 | $1,793-46.1% | $3,463-72.1% | $2,726-64.5% |
| Participant deferral / active EE | $3,218 | $3,011+6.9% | $4,991-35.5% | $4,647-30.7% |
| Admin fee / account holder | $239 | $658-63.7% | $9,423-97.5% | $430-44.5% |