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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.
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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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $27,805 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,529 | $37,044-63.5% | $71,796-81.2% | $57,658-76.5% |
| Participation rate | 22.4% | 61.1%-38.7pp | 69.1%-46.7pp | 70.2%-47.8pp |
| Annual return | 8.87% | 12.64%-3.8pp | 78.04%-69.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $473 | $720-34.4% | $1,924-75.4% | $1,974-76.0% |
| Participant deferral / active EE | $607 | $1,974-69.2% | $2,794-78.3% | $3,061-80.2% |
| Admin fee / account holder | $11 | $101-88.6% | $4,815-99.8% | $95-87.8% |