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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 GROUP4 years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Other fees... | $46,225 |
Service code 10 · EIN 85-0436347 | Accounting | $20,493 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,273 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,078 | $63,114-66.6% | $92,893-77.3% | $65,185-67.7% |
| Participation rate | 86.1% | 68.8%+17.4pp | 76.0%+10.1pp | 70.2%+15.9pp |
| Annual return | 15.82% | 28.75%-12.9pp | 109.41%-93.6pp | 29.38%-13.6pp |
| Employer contribution / active EE | $2,596 | $2,571+1.0% | $3,653-28.9% | $2,177+19.3% |
| Participant deferral / active EE | $1,271 | $3,108-59.1% | $4,236-70.0% | $3,514-63.8% |
| Admin fee / account holder | $416 | $624-33.4% | $5,794-92.8% | $847-50.9% |