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.
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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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,016 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,523 |
DOUGALL CONRADIE LLC3 years Service code 10 · EIN 20-5230500 | Accounting | $11,500 |
9 funds of $250K or more; 18 lines in all, holding $8.3M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amer Funds Amer Bal R6 Fd Capital Group · Mutual fund | $1.9M | 23.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 19.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1000K | 12.0% |
| Voya Intermediate Bond Fund Class I Voya · Mutual fund | $961K | 11.6% |
| Standard Stable Asset D Manager not matched · Insurance contract | $728K | 8.8% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $640K | 7.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $314K | 3.8% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $288K | 3.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $277K | 3.3% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $176K | 2.1% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,336 | $172,478-30.2% | $145,661-17.4% | $142,382-15.5% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.2%-7.2pp | 80.1%-10.1pp |
| Annual return | 12.08% | 151.09%-139.0pp | 101.46%-89.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,027 | $4,899+43.4% | $4,238+65.8% | $4,299+63.4% |
| Participant deferral / active EE | $21,394 | $8,348+156.3% | $7,198+197.2% | $6,507+228.8% |
| Admin fee / account holder | $975 | $16,864-94.2% | $12,466-92.2% | $12,624-92.3% |