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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $40,666 |
Filed as: RAYMOND JAMES Service code 27 · EIN 01-0522492 | Advisory (Plan) | $20,592 |
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 | $32,287 | $47,977-32.7% | $154,107-79.0% | $56,287-42.6% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.9pp | 69.9%+10.3pp |
| Annual return | -3.58% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $811 | $2,169-62.6% | $5,298-84.7% | $2,111-61.6% |
| Participant deferral / active EE | $3,807 | $2,392+59.2% | $5,081-25.1% | $3,350+13.6% |
| Admin fee / account holder | $273 | $438-37.7% | $13,411-98.0% | $521-47.6% |