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 GROUP7 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $52,342 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE POINT FINANCIAL, INC. Service code 27 · EIN 20-1741754 | Advisory (Plan) | $21,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,763 | $64,119-55.1% | $112,228-74.4% | $66,914-57.0% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.1%+8.7pp | 69.8%+14.0pp |
| Annual return | -12.74% | -13.81%+1.1pp | 27.45%-40.2pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,094 | $3,005+3.0% | $3,635-14.9% | $2,544+21.6% |
| Participant deferral / active EE | $2,039 | $3,693-44.8% | $4,728-56.9% | $4,237-51.9% |
| Admin fee / account holder | $486 | $625-22.2% | $6,410-92.4% | $593-18.0% |