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.
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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 | Recordkeeping and information managem... | $4,231 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 06-1504963 | Advisory (Plan) | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,950 | $65,061-66.3% | $143,757-84.7% | $66,914-67.2% |
| Participation rate | 49.2% | 65.2%-16.0pp | 80.3%-31.1pp | 69.8%-20.6pp |
| Annual return | -16.47% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,181 | $2,361-50.0% | $4,951-76.1% | $2,544-53.6% |
| Participant deferral / active EE | $2,205 | $2,919-24.5% | $5,637-60.9% | $4,237-48.0% |
| Admin fee / account holder | $28 | $502-94.4% | $14,673-99.8% | $593-95.2% |