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 | Direct payment from the plan; Claims ... | $135,894 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISOR Service code 27 · EIN 20-4553256 | Advisory (Plan) | $107,855 |
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 | $68,850 | $42,886+60.5% | $88,946-22.6% | $85,563-19.5% |
| Participation rate | 95.5% | 37.9%+57.6pp | 68.8%+26.6pp | 66.0%+29.5pp |
| Annual return | 13.80% | 44.56%-30.8pp | 57.82%-44.0pp | 31.51%-17.7pp |
| Employer contribution / active EE | $3,342 | $1,147+191.4% | $2,555+30.8% | $2,654+25.9% |
| Participant deferral / active EE | $3,392 | $2,108+60.9% | $4,581-26.0% | $4,375-22.5% |
| Admin fee / account holder | $235 | $2,263-89.6% | $8,261-97.2% | $834-71.9% |