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 9-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 | Recordkeeping and information managem... | $28,612 |
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $8,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,071 | $100,801-74.1% | $149,696-82.6% | $73,409-64.5% |
| Participation rate | 46.1% | 77.7%-31.6pp | 82.5%-36.4pp | 72.2%-26.1pp |
| Annual return | 20.93% | 265.34%-244.4pp | 276.60%-255.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,752 | $6,404-25.8% | $6,842-30.5% | $3,805+24.9% |
| Admin fee / account holder | $155 | $181-14.5% | $9,309-98.3% | $158-2.1% |