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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $19,580 |
TPG FINANCIAL ADVISORS, LLC5+ years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $10,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,952 | $52,953-18.9% | $172,739-75.1% | $65,185-34.1% |
| Participation rate | 37.9% | 66.2%-28.3pp | 82.6%-44.7pp | 70.2%-32.3pp |
| Annual return | 24.82% | 30.12%-5.3pp | 802.84%-778.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,168 | $2,190-46.6% | $5,143-77.3% | $2,177-46.3% |
| Participant deferral / active EE | $1,661 | $2,471-32.8% | $5,198-68.0% | $3,514-52.7% |
| Admin fee / account holder | $130 | $472-72.5% | $13,954-99.1% | $847-84.7% |