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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,780 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $27,492 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $1,411 |
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.
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 | $94,966 | $70,587+34.5% | $124,672-23.8% | $85,850+10.6% |
| Participation rate | 96.6% | 64.4%+32.1pp | 74.6%+21.9pp | 69.3%+27.2pp |
| Annual return | 10.95% | 20688.83%-20677.9pp | 5142.93%-5132.0pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,876 | $1,913+50.3% | $3,324-13.5% | $2,565+12.1% |
| Participant deferral / active EE | $4,763 | $2,969+60.4% | $4,614+3.2% | $3,952+20.5% |
| Admin fee / account holder | $599 | $5,282-88.7% | $7,493-92.0% | $6,260-90.4% |