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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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $32,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,481 | $159,901-49.0% | $146,958-44.6% | $145,922-44.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.63% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $23,490 | $5,286+344.4% | $4,933+376.2% | $4,660+404.1% |
| Participant deferral / active EE | $43,025 | $8,428+410.5% | $8,070+433.2% | $6,688+543.4% |
| Admin fee / account holder | $291 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |