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 | Direct payment from the plan; Claims ... | $34,265 |
BEIMDIEK INSURANCE AGENCY, INC.5+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $14,556 |
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 | $40,206 | $52,293-23.1% | $178,490-77.5% | $73,409-45.2% |
| Participation rate | 34.2% | 65.3%-31.1pp | 81.9%-47.7pp | 72.2%-37.9pp |
| Annual return | 12.72% | 34.75%-22.0pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $563 | $1,735-67.6% | $5,011-88.8% | $2,234-74.8% |
| Participant deferral / active EE | $823 | $2,332-64.7% | $5,202-84.2% | $3,805-78.4% |
| Admin fee / account holder | $294 | $127+130.9% | $13,984-97.9% | $158+86.3% |