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 | Custodial (other than securities); Su... | $51,397 |
SALING SIMMS ASSOC INC5+ years Filed as: SALING SIMMS ASSOCIATES, INC. Service code 27 · EIN 31-1254295 | Advisory (Plan) | $26,726 |
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 | $47,149 | $52,953-11.0% | $172,739-72.7% | $65,185-27.7% |
| Participation rate | 91.6% | 66.2%+25.4pp | 82.6%+9.0pp | 70.2%+21.4pp |
| Annual return | 22.11% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,236 | $2,190+2.1% | $5,143-56.5% | $2,177+2.7% |
| Participant deferral / active EE | $4,765 | $2,471+92.8% | $5,198-8.3% | $3,514+35.6% |
| Admin fee / account holder | $272 | $472-42.3% | $13,954-98.0% | $847-67.9% |