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 | Direct payment from the plan; Claims ... | $95,101 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $37,636 |
Filed as: PRINCOR FINANCIAL SERVICES CORP Service code 27 · EIN 42-0941553 | Advisory (Plan) | $9,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,968 | $46,100+34.4% | $86,590-28.4% | $69,631-11.0% |
| Participation rate | 54.2% | 67.2%-12.9pp | 73.5%-19.3pp | 70.7%-16.4pp |
| Annual return | 16.14% | 21.02%-4.9pp | 964.84%-948.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,414 | $1,850-23.6% | $2,839-50.2% | $2,032-30.4% |
| Participant deferral / active EE | $2,678 | $2,432+10.1% | $3,609-25.8% | $3,224-16.9% |
| Admin fee / account holder | $317 | $94+237.6% | $4,906-93.5% | $110+186.8% |