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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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $8,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,236 | $89,652-39.5% | $141,162-61.6% | $65,185-16.8% |
| Participation rate | 62.6% | 74.7%-12.1pp | 82.5%-19.9pp | 70.2%-7.6pp |
| Annual return | 29.43% | 32.79%-3.4pp | 71.39%-42.0pp | 29.38%0pp |
| Employer contribution / active EE | $987 | $3,065-67.8% | $4,735-79.2% | $2,177-54.7% |
| Participant deferral / active EE | $4,465 | $5,691-21.5% | $6,709-33.4% | $3,514+27.1% |
| Admin fee / account holder | $74 | $569-87.0% | $10,261-99.3% | $847-91.3% |