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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,455 | $57,108+37.4% | $94,224-16.7% | $52,331+49.9% |
| Participation rate | 72.7% | 72.9%-0.3pp | 78.8%-6.1pp | 68.1%+4.6pp |
| Annual return | 2.64% | 1.47%+1.2pp | 10.68%-8.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,392 | $1,735-19.8% | $3,587-61.2% | $1,882-26.0% |
| Participant deferral / active EE | $5,070 | $3,040+66.8% | $4,320+17.4% | $3,022+67.8% |
| Admin fee / account holder | $23 | $546-95.8% | $6,269-99.6% | $592-96.1% |