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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 10 · EIN 59-3331424 | Accounting | $39,268 |
STANCORP FINANCIAL GROUP2 years Filed as: STANCROP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $35,033 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $2,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,585 | $66,310-20.7% | $93,606-43.8% | $65,185-19.3% |
| Participation rate | 96.6% | 74.0%+22.6pp | 75.8%+20.7pp | 70.2%+26.4pp |
| Annual return | 22.93% | 42.58%-19.7pp | 32.76%-9.8pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,684 | $2,012+33.4% | $2,718-1.2% | $2,177+23.3% |
| Participant deferral / active EE | $4,860 | $3,342+45.4% | $4,069+19.4% | $3,514+38.3% |
| Admin fee / account holder | $308 | $6,897-95.5% | $7,888-96.1% | $847-63.6% |