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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,092 | $58,879+392.7% | $178,490+62.5% | $73,488+294.7% |
| Participation rate | 82.7% | 66.2%+16.5pp | 81.9%+0.8pp | 70.7%+12.0pp |
| Annual return | 15.79% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $7,055 | $2,236+215.5% | $5,011+40.8% | $2,270+210.8% |
| Participant deferral / active EE | $5,337 | $2,567+107.9% | $5,202+2.6% | $3,740+42.7% |
| Admin fee / account holder | $346 | $400-13.6% | $13,984-97.5% | $513-32.6% |