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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $113,641 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $9,316 |
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 | $69,769 | $65,118+7.1% | $76,768-9.1% | $55,725+25.2% |
| Participation rate | 87.9% | 79.6%+8.3pp | 77.0%+10.9pp | 70.9%+17.0pp |
| Annual return | -3.81% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,548 | $1,941-20.2% | $2,485-37.7% | $2,078-25.5% |
| Participant deferral / active EE | $4,339 | $3,688+17.7% | $3,852+12.7% | $3,356+29.3% |
| Admin fee / account holder | $112 | $116-3.4% | $6,675-98.3% | $115-2.8% |