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 | Custodial (other than securities); Re... | $107,509 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,157 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,226 | $88,874-77.2% | $123,544-83.6% | $75,289-73.1% |
| Participation rate | 21.2% | 75.9%-54.6pp | 82.3%-61.1pp | 72.4%-51.2pp |
| Annual return | -2.61% | 4.22%-6.8pp | 119.20%-121.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $119 | $3,256-96.4% | $4,628-97.4% | $2,405-95.1% |
| Participant deferral / active EE | $932 | $6,174-84.9% | $6,426-85.5% | $3,739-75.1% |
| Admin fee / account holder | $137 | $95+44.9% | $9,284-98.5% | $102+33.9% |