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 |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $14,229 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $2,013 |
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 | $23,414 | $35,485-34.0% | $74,550-68.6% | $55,725-58.0% |
| Participation rate | 83.6% | 62.5%+21.1pp | 69.1%+14.4pp | 70.9%+12.7pp |
| Annual return | -1.82% | 0.72%-2.5pp | 32.53%-34.3pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,212 | $2,181+47.3% | $3,108+3.3% | $3,356-4.3% |
| Admin fee / account holder | $55 | $114-52.0% | $5,060-98.9% | $115-52.4% |