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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $35,788 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 | Accounting | $29,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,626 | $69,362-50.1% | $101,248-65.8% | $73,488-52.9% |
| Participation rate | 87.9% | 68.4%+19.5pp | 75.8%+12.1pp | 70.7%+17.2pp |
| Annual return | 21.87% | 18.46%+3.4pp | 46.47%-24.6pp | 28.51%-6.6pp |
| Employer contribution / active EE | $4,076 | $2,628+55.1% | $3,660+11.4% | $2,270+79.5% |
| Participant deferral / active EE | $7,009 | $3,300+112.4% | $4,370+60.4% | $3,740+87.4% |
| Admin fee / account holder | $302 | $704-57.1% | $5,945-94.9% | $513-41.2% |