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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $73,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,210 | $101,955+135.6% | $112,887+112.8% | $71,457+236.2% |
| Participation rate | 99.4% | 82.1%+17.3pp | 80.5%+18.9pp | 67.9%+31.5pp |
| Annual return | 20.94% | 28.92%-8.0pp | 34.10%-13.2pp | 28.85%-7.9pp |
| Employer contribution / active EE | $15,302 | $4,743+222.6% | $4,563+235.3% | $2,588+491.3% |
| Participant deferral / active EE | $11,346 | $6,771+67.6% | $6,513+74.2% | $4,289+164.5% |
| Admin fee / account holder | $47 | $1,395-96.6% | $7,047-99.3% | $1,587-97.0% |