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 | Custodial (other than securities); Cl... | $45,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,848 | $81,248-14.0% | $155,509-55.1% | $80,856-13.6% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.5pp |
| Annual return | 16.65% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $821 | $3,100-73.5% | $4,672-82.4% | $2,755-70.2% |
| Participant deferral / active EE | $5,285 | $3,452+53.1% | $5,626-6.1% | $4,296+23.0% |
| Admin fee / account holder | $364 | $7,997-95.5% | $15,912-97.7% | $6,918-94.7% |