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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $67,629 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $12,506 |
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 | $165,792 | $80,753+105.3% | $136,294+21.6% | $62,292+166.2% |
| Participation rate | 80.5% | 73.5%+7.0pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 17.65% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,016 | $2,884+4.6% | $4,695-35.8% | $2,042+47.7% |
| Participant deferral / active EE | $12,495 | $5,164+142.0% | $6,247+100.0% | $3,169+294.3% |
| Admin fee / account holder | $277 | $525-47.2% | $9,243-97.0% | $479-42.2% |