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 |
|---|---|---|
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS L Service code 27 · EIN 27-0493248 | Advisory (Plan) | $21,248 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $17,557 |
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 | $99,255 | $73,638+34.8% | $95,952+3.4% | $73,488+35.1% |
| Participation rate | 81.5% | 76.2%+5.4pp | 77.1%+4.4pp | 70.7%+10.8pp |
| Annual return | 228.93% | 16.78%+212.1pp | 91.61%+137.3pp | 28.51%+200.4pp |
| Employer contribution / active EE | $2,886 | $1,863+54.9% | $2,541+13.6% | $2,270+27.1% |
| Participant deferral / active EE | $2,007 | $3,617-44.5% | $4,167-51.8% | $3,740-46.3% |
| Admin fee / account holder | $226 | $482-53.2% | $6,795-96.7% | $513-56.0% |