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 7-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 GROUP5 years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $48,867 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY, CPAS, P.C. Service code 10 · EIN 84-0930288 | Accounting | $27,400 |
Filed as: JOCELYN INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-0674586 | Advisory (Plan) | $17,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,398 | $26,114+39.4% | $58,482-37.8% | $74,419-51.1% |
| Participation rate | 29.5% | 32.1%-2.6pp | 50.9%-21.3pp | 70.7%-41.2pp |
| Annual return | 15.04% | 32.51%-17.5pp | 4239.32%-4224.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $886 | $536+65.5% | $1,053-15.9% | $2,637-66.4% |
| Participant deferral / active EE | $1,903 | $1,075+77.1% | $1,924-1.1% | $4,528-58.0% |
| Admin fee / account holder | $140 | $649-78.4% | $2,516-94.4% | $348-59.6% |