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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $16,769 |
Filed as: ERICKSON DEMEL & ASSOCIATES, PLLC Service code 10 · EIN 87-1577252 | Accounting | $16,250 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,227 |
2 funds of $250K or more; 10 lines in all, holding $2.1M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.7M | 78.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $148K | 7.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $134K | 6.4% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $46K | 2.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $32K | 1.5% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $29K | 1.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $22K | 1.0% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $5K | 0.3% |
| Vanguard Interim Term Investments Vanguard · Mutual fund | $4K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,107 | $57,016-66.5% | $84,966-77.5% | $80,856-76.4% |
| Participation rate | 47.6% | 56.3%-8.7pp | 67.5%-19.9pp | 67.6%-20.0pp |
| Annual return | 9.83% | 21.66%-11.8pp | 66.38%-56.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $675 | $1,798-62.4% | $2,727-75.2% | $2,755-75.5% |
| Participant deferral / active EE | $1,355 | $3,110-56.4% | $4,519-70.0% | $4,296-68.5% |
| Admin fee / account holder | $393 | $4,980-92.1% | $6,149-93.6% | $6,918-94.3% |