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 6-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... | $18,385 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $13,066 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,099 | $60,776-34.0% | $85,682-53.2% | $79,386-49.5% |
| Participation rate | 72.3% | 62.1%+10.2pp | 69.9%+2.4pp | 70.7%+1.6pp |
| Annual return | 13.68% | 16.57%-2.9pp | 21.49%-7.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,564 | $1,663-6.0% | $2,618-40.3% | $2,427-35.6% |
| Participant deferral / active EE | $2,288 | $2,919-21.6% | $3,923-41.7% | $4,046-43.4% |
| Admin fee / account holder | $223 | $438-49.1% | $6,873-96.8% | $626-64.4% |