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 | Claims processing; Recordkeeping and ... | $33,000 |
SITTNER & NELSON LLC7+ years Filed as: SITTNER & NELSON, LLC Service code 27 · EIN 27-1606901 | Advisory (Plan) | $19,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,683 | $61,156+5.8% | $185,823-65.2% | $79,386-18.5% |
| Participation rate | 78.9% | 66.6%+12.3pp | 81.7%-2.8pp | 70.7%+8.2pp |
| Annual return | 14.90% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,377 | $2,321+88.6% | $5,167-15.3% | $2,427+80.3% |
| Participant deferral / active EE | $5,984 | $2,789+114.6% | $5,568+7.5% | $4,046+47.9% |
| Admin fee / account holder | $209 | $710-70.6% | $16,237-98.7% | $626-66.7% |