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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $37,010 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,793 |
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 | $35,130 | $55,453-36.6% | $170,442-79.4% | $62,292-43.6% |
| Participation rate | 74.5% | 66.4%+8.2pp | 83.6%-9.1pp | 69.5%+5.0pp |
| Annual return | 15.35% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,507 | $2,164-30.4% | $5,433-72.3% | $2,042-26.2% |
| Participant deferral / active EE | $3,411 | $2,303+48.1% | $4,939-30.9% | $3,169+7.6% |
| Admin fee / account holder | $265 | $455-41.8% | $13,880-98.1% | $479-44.8% |