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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $40,005 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 | Advisory (Plan) | $19,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,351 | $57,976+59.3% | $62,995+46.6% | $62,292+48.3% |
| Participation rate | 62.1% | 75.9%-13.8pp | 74.8%-12.7pp | 69.5%-7.4pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.57%-72.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,600 | $2,415+7.7% | $2,759-5.8% | $2,042+27.3% |
| Participant deferral / active EE | $3,705 | $2,956+25.4% | $3,329+11.3% | $3,169+16.9% |
| Admin fee / account holder | $343 | $276+24.4% | $3,600-90.5% | $479-28.4% |