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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $17,408 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,378 |
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 | $27,176 | $46,732-41.8% | $156,549-82.6% | $55,167-50.7% |
| Participation rate | 70.9% | 65.8%+5.1pp | 84.0%-13.1pp | 69.0%+1.9pp |
| Annual return | 4.57% | 17.72%-13.1pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $559 | $2,105-73.5% | $5,501-89.8% | $1,963-71.5% |
| Participant deferral / active EE | $2,936 | $2,204+33.2% | $4,871-39.7% | $3,054-3.9% |
| Admin fee / account holder | $112 | $418-73.3% | $13,027-99.1% | $504-77.9% |