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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $76,983 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $48,563 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,202 | $56,152-40.9% | $185,823-82.1% | $73,409-54.8% |
| Participation rate | 88.4% | 67.6%+20.8pp | 78.0%+10.4pp | 72.2%+16.2pp |
| Annual return | 16.75% | 17.59%-0.8pp | 35.95%-19.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,078 | $1,532+35.6% | $4,087-49.2% | $2,234-7.0% |
| Participant deferral / active EE | $3,348 | $3,659-8.5% | $5,632-40.6% | $3,805-12.0% |
| Admin fee / account holder | $230 | $132+74.2% | $9,500-97.6% | $158+45.7% |