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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $231,676 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 58-1428634 | Securities Custodian | $6,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,414 | $72,254+12.7% | $86,677-6.1% | $64,808+25.6% |
| Participation rate | 94.5% | 80.4%+14.0pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | -17.53% | 392.42%-410.0pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,835 | $2,393-23.3% | $2,836-35.3% | $2,506-26.8% |
| Participant deferral / active EE | $5,966 | $4,658+28.1% | $4,656+28.1% | $4,310+38.4% |
| Admin fee / account holder | $319 | $174+83.3% | $7,493-95.7% | $188+69.7% |