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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $28,330 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $8,585 |
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 | $72,130 | $86,929-17.0% | $102,423-29.6% | $80,856-10.8% |
| Participation rate | 87.7% | 72.4%+15.3pp | 76.5%+11.2pp | 67.6%+20.0pp |
| Annual return | 14.49% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,398 | $2,369+1.2% | $3,023-20.7% | $2,755-12.9% |
| Participant deferral / active EE | $4,013 | $4,118-2.6% | $5,053-20.6% | $4,296-6.6% |
| Admin fee / account holder | $284 | $8,049-96.5% | $9,451-97.0% | $6,918-95.9% |