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... | $25,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,505 | $33,745-51.1% | $64,105-74.3% | $55,191-70.1% |
| Participation rate | 26.2% | 59.4%-33.2pp | 68.2%-42.0pp | 69.2%-43.0pp |
| Annual return | -1.18% | 4.95%-6.1pp | 791.24%-792.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $625 | $641-2.5% | $1,820-65.7% | $1,899-67.1% |
| Participant deferral / active EE | $752 | $1,929-61.0% | $2,822-73.4% | $3,046-75.3% |
| Admin fee / account holder | $23 | $94-75.5% | $4,499-99.5% | $91-74.5% |