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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $34,567 |
FINANCIAL ASSET MANAGERS LLC4 years Service code 27 · EIN 81-0778477 | Advisory (Plan) | $31,436 |
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 | $88,354 | $70,908+24.6% | $98,907-10.7% | $73,488+20.2% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.1pp | 70.7%+18.5pp |
| Annual return | 12.55% | 34.17%-21.6pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,738 | $2,036-14.6% | $2,689-35.4% | $2,270-23.4% |
| Participant deferral / active EE | $3,612 | $3,500+3.2% | $4,244-14.9% | $3,740-3.4% |
| Admin fee / account holder | $208 | $535-61.2% | $6,642-96.9% | $513-59.5% |