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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,276 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $8,148 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,313 | $72,277-15.2% | $101,248-39.4% | $79,858-23.2% |
| Participation rate | 59.8% | 68.5%-8.7pp | 75.8%-16.0pp | 69.6%-9.9pp |
| Annual return | 16.27% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,227 | $2,692-17.2% | $3,660-39.1% | $2,471-9.9% |
| Participant deferral / active EE | $3,062 | $3,282-6.7% | $4,370-29.9% | $3,740-18.1% |
| Admin fee / account holder | $282 | $4,400-93.6% | $5,945-95.3% | $5,306-94.7% |