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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,238 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $23,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,068 | $87,870-56.7% | $113,168-66.4% | $74,304-48.8% |
| Participation rate | 97.4% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 14.42% | 26.44%-12.0pp | 24.27%-9.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,449 | $2,277-36.3% | $2,975-51.3% | $2,241-35.3% |
| Participant deferral / active EE | $3,352 | $4,241-21.0% | $5,107-34.4% | $3,767-11.0% |
| Admin fee / account holder | $129 | $3,368-96.2% | $12,068-98.9% | $2,969-95.7% |