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 |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $131,168 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,028 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $5,896 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,030 | $56,095-89.2% | $178,490-96.6% | $90,288-93.3% |
| Participation rate | 89.7% | 65.6%+24.2pp | 81.9%+7.8pp | 73.4%+16.4pp |
| Annual return | 31.05% | 28.81%+2.2pp | 151.07%-120.0pp | 53.97%-22.9pp |
| Employer contribution / active EE | $335 | $1,572-78.7% | $5,011-93.3% | $2,524-86.7% |
| Participant deferral / active EE | $1,817 | $2,669-31.9% | $5,202-65.1% | $4,232-57.1% |
| Admin fee / account holder | $74 | $101-27.0% | $13,984-99.5% | $114-35.5% |