Filed November 27, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,068 |
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 | $33,301 | $52,953-37.1% | $172,739-80.7% | $65,185-48.9% |
| Participation rate | 57.9% | 66.2%-8.2pp | 82.6%-24.7pp | 70.2%-12.3pp |
| Annual return | 20.19% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $880 | $2,190-59.8% | $5,143-82.9% | $2,177-59.6% |
| Participant deferral / active EE | $1,804 | $2,471-27.0% | $5,198-65.3% | $3,514-48.7% |
| Admin fee / account holder | $241 | $472-49.0% | $13,954-98.3% | $847-71.6% |