Filed September 11, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $35,055 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 | Advisory (Plan) | $15,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,969 | $52,467+50.5% | $57,179+38.1% | $55,167+43.1% |
| Participation rate | 60.3% | 75.8%-15.6pp | 75.3%-15.1pp | 69.0%-8.7pp |
| Annual return | 6.06% | 7.72%-1.7pp | 14.59%-8.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,205 | $2,477-11.0% | $2,682-17.8% | $1,963+12.4% |
| Participant deferral / active EE | $3,322 | $2,830+17.4% | $3,096+7.3% | $3,054+8.8% |
| Admin fee / account holder | $290 | $269+7.9% | $3,139-90.8% | $504-42.4% |