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 3-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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,638 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 27 · EIN 36-3297908 | Advisory (Plan) | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,588 | $44,960-56.4% | $84,966-76.9% | $74,495-73.7% |
| Participation rate | 39.2% | 49.4%-10.2pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 12.83% | 26.24%-13.4pp | 66.38%-53.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $421 | $1,457-71.1% | $2,727-84.6% | $2,623-84.0% |
| Participant deferral / active EE | $1,007 | $2,731-63.1% | $4,519-77.7% | $4,346-76.8% |
| Admin fee / account holder | $31 | $2,209-98.6% | $6,149-99.5% | $1,942-98.4% |