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 |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,103 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,770 | $54,573+99.3% | $90,951+19.6% | $73,488+48.0% |
| Participation rate | 26.2% | 61.2%-34.9pp | 69.0%-42.8pp | 70.7%-44.4pp |
| Annual return | 16.30% | 16.69%-0.4pp | 134.60%-118.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,325 | $2,517-47.3% | $3,373-60.7% | $3,740-64.6% |
| Admin fee / account holder | $216 | $521-58.6% | $5,959-96.4% | $513-57.9% |