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 GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $36,877 |
BEIMDIEK INSURANCE AGENCY, INC.1+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $10,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,381 | $36,916-34.0% | $156,549-84.4% | $57,658-57.7% |
| Participation rate | 56.8% | 63.4%-6.7pp | 84.0%-27.3pp | 70.2%-13.5pp |
| Annual return | 7.73% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $784 | $1,571-50.1% | $5,501-85.8% | $1,974-60.3% |
| Participant deferral / active EE | $972 | $1,926-49.5% | $4,871-80.1% | $3,061-68.3% |
| Admin fee / account holder | $261 | $82+216.6% | $13,027-98.0% | $95+176.3% |