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 10-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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $38,766 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,627 |
12 funds of $250K or more; 17 lines in all, holding $11.7M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 19.4% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $1.9M | 16.0% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.4M | 12.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 11.3% |
| Vanguard Total Int. Stock Ind. Adm Vanguard · Mutual fund Index | $1.3M | 11.1% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $792K | 6.7% |
| Standard Stable Asset D Manager not matched · Insurance contract | $787K | 6.7% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $718K | 6.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $298K | 2.5% |
| Neuberger Berman Md Cp Gr R6 Neuberger Berman · Mutual fund | $287K | 2.4% |
See the other 7 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,103 | $86,944-28.6% | $107,525-42.2% | $74,304-16.4% |
| Participation rate | 96.7% | 59.6%+37.1pp | 75.1%+21.6pp | 60.3%+36.3pp |
| Annual return | 14.42% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,572 | $2,757+29.6% | $3,754-4.8% | $2,241+59.4% |
| Participant deferral / active EE | $8,129 | $3,554+128.7% | $5,116+58.9% | $3,767+115.8% |
| Admin fee / account holder | $298 | $3,727-92.0% | $8,919-96.7% | $2,969-89.9% |