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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,583 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $27,016 |
Filed as: MANSPERGER, PATTERSON MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $7,200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,021 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,208 | $138,044-46.2% | $125,339-40.8% | $134,475-44.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.16% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,774 | $5,243+10.1% | $4,814+20.0% | $4,740+21.8% |
| Participant deferral / active EE | $10,717 | $7,799+37.4% | $7,446+43.9% | $6,400+67.5% |
| Admin fee / account holder | $559 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |