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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $71,362 |
TRUE WEALTH ADVISORS ,LLC2 years Service code 27 · EIN 46-5532509 | Advisory (Plan) | $51,658 |
Filed as: PGIM (PRUDENTIAL FUNDS) Service code 19 | Securities Custodian | $13,561 |
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 | $77,395 | $106,028-27.0% | $146,958-47.3% | $77,643-0.3% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 19.59% | 56.73%-37.1pp | 418.34%-398.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $3,221 | $4,063-20.7% | $4,933-34.7% | $2,726+18.2% |
| Participant deferral / active EE | $5,908 | $7,990-26.1% | $8,070-26.8% | $4,647+27.1% |
| Admin fee / account holder | $245 | $337-27.5% | $12,998-98.1% | $430-43.2% |