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); Cl... | $87,920 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,975 |
THE LAMPO GROUP, INC.1 year Filed as: LAMPO GROUP Service code 26 · EIN 62-1593846 | Advisory (Participants) | $12,000 |
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 | $70,272 | $37,044+89.7% | $71,796-2.1% | $57,658+21.9% |
| Participation rate | 74.1% | 61.1%+12.9pp | 69.1%+4.9pp | 70.2%+3.8pp |
| Annual return | 8.25% | 12.64%-4.4pp | 78.04%-69.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,219 | $720+69.3% | $1,924-36.6% | $1,974-38.2% |
| Participant deferral / active EE | $4,714 | $1,974+138.8% | $2,794+68.7% | $3,061+54.0% |
| Admin fee / account holder | $96 | $101-5.4% | $4,815-98.0% | $95+1.0% |