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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $321,377 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Filed as: HOLTHOUSE CARLING & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $14,500 |
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 | $7,624 | $50,127-84.8% | $149,673-94.9% | $80,160-90.5% |
| Participation rate | 95.0% | 64.3%+30.7pp | 78.8%+16.3pp | 72.9%+22.1pp |
| Annual return | 23.13% | 29.82%-6.7pp | 134.42%-111.3pp | 40.38%-17.3pp |
| Employer contribution / active EE | $640 | $1,865-65.7% | $4,818-86.7% | $2,978-78.5% |
| Participant deferral / active EE | $3,337 | $3,194+4.5% | $5,680-41.3% | $5,017-33.5% |
| Admin fee / account holder | $84 | $153-45.1% | $13,210-99.4% | $145-42.2% |