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 9-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 | Recordkeeping and information managem... | $37,736 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $35,457 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,428 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,555 | $50,815-71.4% | $155,509-90.6% | $77,643-81.3% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 13.76% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,618 | $1,993-18.8% | $4,672-65.4% | $2,726-40.7% |
| Participant deferral / active EE | $3,475 | $2,822+23.1% | $5,626-38.2% | $4,647-25.2% |
| Admin fee / account holder | $171 | $437-60.8% | $15,912-98.9% | $430-60.3% |