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 | Claims processing; Custodial (other t... | $34,866 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMANY Service code 19 | Securities Custodian | $8,799 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
12 funds hold $17.7M of the plan's $31.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Reliance Advisory Trust Invlc Port I Manager not matched · Collective trust | $5.2M | 29.2% |
| Reliance Advisory Trust INV40 Port I Manager not matched · Collective trust | $1.9M | 10.8% |
| Reliance Advisory Trust INV60 Port I Manager not matched · Collective trust | $1.8M | 10.1% |
| Reliance Advisory Trust INV80 Port I Manager not matched · Collective trust | $1.7M | 9.4% |
| Reliance Advisory Trust Invsm Port I Manager not matched · Collective trust | $1.6M | 9.3% |
| Reliance Advisory Trust Invie Port I Manager not matched · Collective trust | $1.5M | 8.7% |
| Reliance Advisory Trust INV70 Port I Manager not matched · Collective trust | $1.4M | 7.8% |
| Reliance Advisory Trust Invfi Port I Manager not matched · Collective trust | $879K | 5.0% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $496K | 2.8% |
| Reliance Advisory Trust INV50 Port I Manager not matched · Collective trust | $493K | 2.8% |
See the other 2 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.
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,597 | $64,839+294.2% | $95,585+167.4% | $84,808+201.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.88% | -670.96%+686.8pp | 38.56%-22.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,676 | $1,759+109.0% | $2,527+45.5% | $2,631+39.7% |
| Participant deferral / active EE | $12,415 | $2,965+318.7% | $4,023+208.6% | $4,212+194.8% |
| Admin fee / account holder | $807 | $5,964-86.5% | $6,127-86.8% | $7,344-89.0% |