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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $32,130 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $15,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,020 | $88,324-8.3% | $115,037-29.6% | $55,191+46.8% |
| Participation rate | 87.8% | 72.5%+15.3pp | 81.4%+6.4pp | 69.2%+18.6pp |
| Annual return | 0.43% | 6.30%-5.9pp | 26.14%-25.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,963 | $5,042+57.9% | $6,026+32.1% | $3,046+161.4% |
| Admin fee / account holder | $23 | $105-78.0% | $8,175-99.7% | $91-74.5% |