Filed June 2, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $143,691 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $7,815 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,599 | $72,770-15.4% | $67,652-8.9% | $55,191+11.6% |
| Participation rate | 82.2% | 78.8%+3.4pp | 75.7%+6.6pp | 69.2%+13.1pp |
| Annual return | 1.06% | -3.26%+4.3pp | 6625.04%-6624.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,300 | $1,769-26.5% | $2,266-42.6% | $1,899-31.5% |
| Participant deferral / active EE | $3,718 | $3,408+9.1% | $3,560+4.4% | $3,046+22.0% |
| Admin fee / account holder | $231 | $79+193.3% | $4,821-95.2% | $91+154.6% |