Filed January 14, 2016
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 year Filed as: STANCORP FINANCAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $385,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,430 | $53,136+17.5% | $155,509-59.9% | $199,593-68.7% |
| Participation rate | 42.0% | 64.1%-22.1pp | 78.2%-36.2pp | 72.0%-30.0pp |
| Annual return | 16.77% | 41.15%-24.4pp | 64.67%-47.9pp | 34.25%-17.5pp |
| Employer contribution / active EE | $1,350 | $1,851-27.1% | $4,672-71.1% | $3,034-55.5% |
| Participant deferral / active EE | $2,796 | $3,161-11.5% | $5,626-50.3% | $5,087-45.0% |
| Admin fee / account holder | $41 | $185-77.9% | $15,912-99.7% | $269-84.8% |