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 | Sub-transfer agency fees; Distributio... | $39,288 |
BEIMDIEK INSURANCE AGENCY, INC.3+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $12,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,670 | $37,196-12.2% | $154,107-78.8% | $55,725-41.4% |
| Participation rate | 36.8% | 64.1%-27.3pp | 83.0%-46.2pp | 70.9%-34.0pp |
| Annual return | 6.87% | 1319.68%-1312.8pp | 735.12%-728.2pp | 244.93%-238.1pp |
| Employer contribution / active EE | $550 | $1,614-65.9% | $5,298-89.6% | $2,078-73.5% |
| Participant deferral / active EE | $763 | $2,068-63.1% | $5,081-85.0% | $3,356-77.2% |
| Admin fee / account holder | $312 | $102+207.5% | $13,411-97.7% | $115+171.2% |