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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,645 |
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 | $12,957 | $28,416-54.4% | $73,545-82.4% | $69,631-81.4% |
| Participation rate | 44.5% | 38.3%+6.2pp | 54.9%-10.4pp | 70.7%-26.1pp |
| Annual return | 15.63% | -694.13%+709.8pp | -15.16%+30.8pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $171 | $430-60.3% | $1,219-86.0% | $2,032-91.6% |
| Participant deferral / active EE | $1,037 | $897+15.6% | $1,806-42.6% | $3,224-67.8% |
| Admin fee / account holder | $45 | $104-56.4% | $2,320-98.0% | $110-58.8% |