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 | Recordkeeping and information managem... | $65,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,695 | $23,385-58.5% | $69,182-86.0% | $57,658-83.2% |
| Participation rate | 44.4% | 37.9%+6.5pp | 55.1%-10.7pp | 70.2%-25.8pp |
| Annual return | 7.51% | -659.34%+666.9pp | -21.93%+29.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $126 | $422-70.1% | $1,206-89.5% | $1,974-93.6% |
| Participant deferral / active EE | $853 | $843+1.1% | $1,897-55.1% | $3,061-72.1% |
| Admin fee / account holder | $39 | $82-52.1% | $2,697-98.5% | $95-58.4% |