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 5-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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,003 |
TWO WEST CAPITAL ADVISORS1+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $19,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,373 | $99,957-33.6% | $149,696-55.7% | $73,488-9.7% |
| Participation rate | 85.1% | 75.7%+9.4pp | 82.5%+2.6pp | 70.7%+14.4pp |
| Annual return | 21.83% | 53.87%-32.0pp | 276.60%-254.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,994 | $3,191-6.2% | $4,644-35.5% | $2,270+31.9% |
| Participant deferral / active EE | $6,035 | $6,073-0.6% | $6,842-11.8% | $3,740+61.4% |
| Admin fee / account holder | $133 | $551-75.8% | $9,309-98.6% | $513-74.0% |