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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,351 |
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 | $12,418 | $23,224-46.5% | $71,086-82.5% | $55,725-77.7% |
| Participation rate | 39.5% | 37.9%+1.7pp | 54.7%-15.1pp | 70.9%-31.3pp |
| Annual return | -5.00% | -2.87%-2.1pp | 650.59%-655.6pp | 244.93%-249.9pp |
| Employer contribution / active EE | $140 | $436-67.9% | $1,088-87.1% | $2,078-93.3% |
| Participant deferral / active EE | $977 | $929+5.1% | $1,874-47.9% | $3,356-70.9% |
| Admin fee / account holder | $51 | $118-56.8% | $3,082-98.3% | $115-55.8% |