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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.
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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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $278,488 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,590 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,235 | $45,000-86.1% | $143,757-95.7% | $77,904-92.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 80.3%+12.8pp | 73.7%+19.4pp |
| Annual return | -18.40% | 29.03%-47.4pp | -0.04%-18.4pp | 12.21%-30.6pp |
| Employer contribution / active EE | $857 | $1,870-54.2% | $4,951-82.7% | $2,848-69.9% |
| Participant deferral / active EE | $2,445 | $3,157-22.5% | $5,637-56.6% | $4,806-49.1% |
| Admin fee / account holder | $84 | $98-14.3% | $14,673-99.4% | $133-36.3% |