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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.
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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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $50,320 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,700 |
Service code 10 · EIN 85-0436347 | Accounting | $15,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,587 | $80,724-51.0% | $103,333-61.7% | $74,495-46.9% |
| Participation rate | 80.9% | 65.7%+15.2pp | 74.5%+6.4pp | 67.2%+13.7pp |
| Annual return | 15.33% | 27.56%-12.2pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,240 | $3,157+2.6% | $3,868-16.2% | $2,623+23.5% |
| Participant deferral / active EE | $2,682 | $3,860-30.5% | $5,057-47.0% | $4,346-38.3% |
| Admin fee / account holder | $545 | $2,368-77.0% | $8,355-93.5% | $1,942-71.9% |