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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $29,415 |
FIRST NATIONAL TRUST COMPANY6+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $26,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,882 | $55,636+77.7% | $81,983+20.6% | $73,488+34.6% |
| Participation rate | 43.8% | 62.3%-18.5pp | 69.2%-25.5pp | 70.7%-26.9pp |
| Annual return | 15.19% | 19.07%-3.9pp | 41.31%-26.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,002 | $2,762-27.5% | $3,722-46.2% | $3,740-46.5% |
| Admin fee / account holder | $503 | $493+2.1% | $5,664-91.1% | $513-2.0% |