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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,395 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $14,270 |
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 | $165,692 | $73,102+126.7% | $123,544+34.1% | $56,287+194.4% |
| Participation rate | 78.6% | 74.3%+4.3pp | 82.3%-3.7pp | 69.9%+8.8pp |
| Annual return | -4.10% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,348 | $2,977+12.5% | $4,628-27.7% | $2,111+58.6% |
| Participant deferral / active EE | $13,393 | $5,423+147.0% | $6,426+108.4% | $3,350+299.8% |
| Admin fee / account holder | $285 | $554-48.6% | $9,284-96.9% | $521-45.4% |