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 |
|---|---|---|
Filed as: SFG Service code 12 1100 SW SIXTH AVENUE · PORTLAND, OR 972041093 | Claims processing; Custodial (other t... | $21,081 |
LPL FINANCIAL2 years Service code 27 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Advisory (Plan) | $18,023 |
DEFINITI LLC1 year Service code 13 · EIN 81-0833363 | Contract Administrator | $7,794 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,265 | $81,248-41.8% | $155,509-69.6% | $80,856-41.5% |
| Participation rate | 58.7% | 66.2%-7.6pp | 78.2%-19.5pp | 67.6%-9.0pp |
| Annual return | 10.51% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $954 | $3,100-69.2% | $4,672-79.6% | $2,755-65.4% |
| Participant deferral / active EE | $3,789 | $3,452+9.8% | $5,626-32.7% | $4,296-11.8% |
| Admin fee / account holder | $445 | $7,997-94.4% | $15,912-97.2% | $6,918-93.6% |