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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,774 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,486 |
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 | $71,871 | $95,803-25.0% | $113,168-36.5% | $84,808-15.3% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 15.75% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,187 | $2,360+35.1% | $2,975+7.1% | $2,631+21.1% |
| Participant deferral / active EE | $4,409 | $4,242+3.9% | $5,107-13.7% | $4,212+4.7% |
| Admin fee / account holder | $239 | $8,989-97.3% | $12,068-98.0% | $7,344-96.8% |