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 GROUP2+ years Service code 12 · EIN 93-1075369 | Custodial (other than securities); Cl... | $30,327 |
KORNERSTONE, INC.1 year Service code 27 · EIN 46-4657858 | Advisory (Plan) | $15,434 |
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 | $27,594 | $39,859-30.8% | $78,689-64.9% | $57,658-52.1% |
| Participation rate | 45.1% | 66.1%-21.0pp | 73.6%-28.5pp | 70.2%-25.1pp |
| Annual return | 6.77% | 18.96%-12.2pp | 62.18%-55.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $896 | $1,786-49.8% | $2,851-68.6% | $1,974-54.6% |
| Participant deferral / active EE | $1,884 | $2,248-16.2% | $3,517-46.4% | $3,061-38.4% |
| Admin fee / account holder | $257 | $76+237.5% | $4,510-94.3% | $95+172.0% |