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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,214 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,388 |
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 | $39,960 | $66,310-39.7% | $93,606-57.3% | $65,185-38.7% |
| Participation rate | 78.6% | 74.0%+4.6pp | 75.8%+2.8pp | 70.2%+8.4pp |
| Annual return | 18.15% | 42.58%-24.4pp | 32.76%-14.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,182 | $2,012-41.3% | $2,718-56.5% | $2,177-45.7% |
| Participant deferral / active EE | $2,523 | $3,342-24.5% | $4,069-38.0% | $3,514-28.2% |
| Admin fee / account holder | $146 | $6,897-97.9% | $7,888-98.2% | $847-82.8% |