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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $34,818 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $14,352 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,112 | $86,929-26.2% | $102,423-37.4% | $80,856-20.7% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,820 | $2,369-23.2% | $3,023-39.8% | $2,755-33.9% |
| Participant deferral / active EE | $2,825 | $4,118-31.4% | $5,053-44.1% | $4,296-34.2% |
| Admin fee / account holder | $455 | $8,049-94.3% | $9,451-95.2% | $6,918-93.4% |