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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 GROUP2 years Filed as: STANCORP FINANCIAL GROUP1 Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $61,307 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,332 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,256 | $111,491-54.0% | $189,513-73.0% | $86,799-40.9% |
| Participation rate | 28.9% | 87.3%-58.4pp | 87.8%-58.9pp | 72.3%-43.4pp |
| Annual return | 16.53% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $321 | $3,951-91.9% | $6,162-94.8% | $2,405-86.6% |
| Participant deferral / active EE | $1,350 | $6,437-79.0% | $8,221-83.6% | $4,131-67.3% |
| Admin fee / account holder | $308 | $189+63.2% | $12,045-97.4% | $170+81.7% |