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 | Recordkeeping and information managem... | $27,822 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,395 | $50,982-5.1% | $154,803-68.7% | $85,563-43.4% |
| Participation rate | 32.3% | 59.8%-27.5pp | 78.1%-45.7pp | 66.0%-33.6pp |
| Annual return | 14.41% | 30.35%-15.9pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $586 | $1,708-65.7% | $4,305-86.4% | $2,654-77.9% |
| Participant deferral / active EE | $1,254 | $2,474-49.3% | $5,540-77.4% | $4,375-71.3% |
| Admin fee / account holder | $168 | $846-80.2% | $14,329-98.8% | $834-79.9% |