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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $107,388 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
16 funds of $250K or more; 21 lines in all, holding $15.0M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 13.6% |
| Standard Investment contract - Standard Stable Asset Fund II StanCorp (Meiji Yasuda) · Insurance contract | $1.6M | 11.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 8.8% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 8.6% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.3M | 8.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $879K | 5.9% |
| collateral, par, or maturity value Cost value Mutual funds N Manager not matched · Mutual fund | $734K | 4.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $688K | 4.6% |
| MidCap Account (R6) Principal · Mutual fund | $668K | 4.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $624K | 4.2% |
See the other 11 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,190 | $66,098+39.5% | $101,794-9.4% | $74,304+24.1% |
| Participation rate | 95.0% | 53.8%+41.3pp | 69.2%+25.8pp | 60.3%+34.7pp |
| Annual return | 12.02% | 19.59%-7.6pp | 30.53%-18.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,859 | $1,082+71.9% | $2,289-18.8% | $2,241-17.0% |
| Participant deferral / active EE | $6,632 | $2,781+138.5% | $4,084+62.4% | $3,767+76.0% |
| Admin fee / account holder | $608 | $4,146-85.3% | $8,777-93.1% | $2,969-79.5% |