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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $59,131 |
SALING SIMMS ASSOC INC6+ years Filed as: SALING SIMMS ASSOCIATES, INC. Service code 27 · EIN 31-1254295 | Advisory (Plan) | $24,275 |
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 | $53,700 | $58,879-8.8% | $178,490-69.9% | $73,488-26.9% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 16.62% | 24.86%-8.2pp | 151.07%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,125 | $2,236+39.7% | $5,011-37.6% | $2,270+37.6% |
| Participant deferral / active EE | $5,405 | $2,567+110.5% | $5,202+3.9% | $3,740+44.5% |
| Admin fee / account holder | $289 | $400-27.7% | $13,984-97.9% | $513-43.6% |