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 |
|---|---|---|
STA WEALTH MANAGEMENT LLC3 years Filed as: STA BENEFITS, LTD Service code 27 · EIN 32-0041749 | Advisory (Plan) | $41,583 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $95,089 | $59,417+60.0% | $93,606+1.6% | $74,495+27.6% |
| Participation rate | 65.4% | 59.7%+5.7pp | 68.7%-3.4pp | 67.2%-1.8pp |
| Annual return | 13.86% | 81.83%-68.0pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,489 | $1,264+17.8% | $2,420-38.5% | $2,623-43.2% |
| Participant deferral / active EE | $5,464 | $3,050+79.2% | $4,411+23.9% | $4,346+25.7% |
| Admin fee / account holder | $488 | $3,021-83.9% | $8,285-94.1% | $1,942-74.9% |