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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,533 |
TRUE WEALTH ADVISORS ,LLC3 years Service code 27 · EIN 46-5532509 | Advisory (Plan) | $57,501 |
Filed as: PGIM (PRUDENTIAL FUNDS) Service code 19 | Securities Custodian | $17,638 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 19 | Securities Custodian | $1,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,055 | $119,446-28.8% | $150,045-43.3% | $85,563-0.6% |
| Participation rate | 99.5% | 75.4%+24.1pp | 82.3%+17.2pp | 66.0%+33.5pp |
| Annual return | 16.17% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,926 | $4,078-3.7% | $4,693-16.3% | $2,654+48.0% |
| Participant deferral / active EE | $7,135 | $7,985-10.6% | $7,997-10.8% | $4,375+63.1% |
| Admin fee / account holder | $230 | $548-58.0% | $13,435-98.3% | $834-72.4% |