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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $49,752 |
KOVACK SECURITIES INC3+ years Filed as: KOVACK ADVISORS INC. Service code 27 · EIN 20-0981614 | Advisory (Plan) | $10,357 |
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).
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 | $15,154 | $155,795-90.3% | $136,294-88.9% | $69,631-78.2% |
| Participation rate | 96.6% | 75.2%+21.3pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 27.21% | 232464.33%-232437.1pp | 5155.94%-5128.7pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $1,329 | $2,991-55.6% | $4,695-71.7% | $2,032-34.6% |
| Participant deferral / active EE | $5,089 | $5,394-5.6% | $6,247-18.5% | $3,224+57.9% |
| Admin fee / account holder | $156 | $128+21.4% | $9,243-98.3% | $110+41.0% |