Filed February 5, 2018
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 9-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $55,525 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $35,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,123 | $106,236-41.5% | $112,228-44.6% | $64,808-4.1% |
| Participation rate | 84.4% | 71.7%+12.7pp | 75.1%+9.4pp | 71.5%+13.0pp |
| Annual return | -15.73% | -6.02%-9.7pp | 27.45%-43.2pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,864 | $3,166-41.1% | $3,635-48.7% | $2,506-25.6% |
| Participant deferral / active EE | $5,540 | $3,785+46.4% | $4,728+17.2% | $4,310+28.5% |
| Admin fee / account holder | $244 | $452-46.0% | $6,410-96.2% | $188+29.8% |