Filed February 16, 2026 (most recent of 2 filings on file)
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.
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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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $14,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,292 | $47,126-52.7% | $149,673-85.1% | $74,419-70.0% |
| Participation rate | 43.8% | 63.4%-19.6pp | 78.8%-34.9pp | 70.7%-26.9pp |
| Annual return | 45.03% | 22.75%+22.3pp | 134.42%-89.4pp | 34.38%+10.7pp |
| Employer contribution / active EE | $934 | $1,905-51.0% | $4,818-80.6% | $2,637-64.6% |
| Participant deferral / active EE | $2,948 | $2,728+8.1% | $5,680-48.1% | $4,528-34.9% |
| Admin fee / account holder | $80 | $343-76.5% | $13,210-99.4% | $348-76.9% |