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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $102,787 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $9,937 |
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 | $83,951 | $73,404+14.4% | $87,100-3.6% | $67,579+24.2% |
| Participation rate | 91.7% | 80.9%+10.8pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 24.35% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,780 | $2,014-11.6% | $2,521-29.4% | $2,148-17.1% |
| Participant deferral / active EE | $5,052 | $3,913+29.1% | $4,049+24.8% | $3,539+42.7% |
| Admin fee / account holder | $111 | $142-21.6% | $7,497-98.5% | $142-22.0% |