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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $34,218 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $14,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $306,920 | $100,801+204.5% | $149,696+105.0% | $73,409+318.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.46% | 265.34%-249.9pp | 276.60%-261.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $9,072 | $3,312+173.9% | $4,644+95.3% | $2,234+306.1% |
| Participant deferral / active EE | $10,521 | $6,404+64.3% | $6,842+53.8% | $3,805+176.5% |
| Admin fee / account holder | $12 | $181-93.3% | $9,309-99.9% | $158-92.3% |