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... | $24,947 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,276 |
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 | $37,910 | $47,126-19.6% | $149,673-74.7% | $74,419-49.1% |
| Participation rate | 30.8% | 63.4%-32.6pp | 78.8%-48.0pp | 70.7%-39.9pp |
| Annual return | 16.33% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $531 | $1,905-72.1% | $4,818-89.0% | $2,637-79.9% |
| Participant deferral / active EE | $1,076 | $2,728-60.6% | $5,680-81.1% | $4,528-76.2% |
| Admin fee / account holder | $145 | $343-57.7% | $13,210-98.9% | $348-58.3% |