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 | Recordkeeping and information managem... | $19,618 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $12,407 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,209 | $51,620-53.1% | $90,281-73.2% | $65,185-62.9% |
| Participation rate | 72.8% | 68.6%+4.2pp | 73.3%-0.5pp | 70.2%+2.6pp |
| Annual return | 22.18% | 24.94%-2.8pp | 78.10%-55.9pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,274 | $2,235-43.0% | $2,854-55.4% | $2,177-41.5% |
| Participant deferral / active EE | $2,433 | $2,871-15.2% | $3,885-37.4% | $3,514-30.8% |
| Admin fee / account holder | $278 | $384-27.5% | $5,351-94.8% | $847-67.1% |