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 | Recordkeeping and information managem... | $39,600 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,243 |
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 | $86,772 | $74,706+16.2% | $75,696+14.6% | $79,386+9.3% |
| Participation rate | 88.2% | 75.3%+12.8pp | 74.8%+13.3pp | 70.7%+17.5pp |
| Annual return | 21.83% | 18.52%+3.3pp | 104.53%-82.7pp | 116.85%-95.0pp |
| Employer contribution / active EE | $4,463 | $2,590+72.3% | $2,743+62.7% | $2,427+83.9% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $263 | $374-29.8% | $3,619-92.7% | $626-58.0% |