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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,932 |
CENTRIC INVESTMENT GROUP, INC.2+ years Service code 27 · EIN 94-3296955 | Advisory (Plan) | $9,693 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1396347 | Advisory (Plan) | $6,238 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,315 | $52,884-63.5% | $84,750-77.2% | $55,167-65.0% |
| Participation rate | 77.9% | 67.5%+10.4pp | 76.6%+1.3pp | 69.0%+8.9pp |
| Annual return | 6.35% | 18.03%-11.7pp | 22.78%-16.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,027 | $2,233-54.0% | $3,574-71.3% | $1,963-47.7% |
| Participant deferral / active EE | $2,216 | $2,644-16.2% | $3,712-40.3% | $3,054-27.4% |
| Admin fee / account holder | $88 | $581-84.9% | $5,332-98.4% | $504-82.6% |