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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $18,135 |
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).
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 | $66,600 | $99,957-33.4% | $149,696-55.5% | $73,488-9.4% |
| Participation rate | 66.4% | 75.7%-9.3pp | 82.5%-16.1pp | 70.7%-4.3pp |
| Annual return | 28.72% | 53.87%-25.1pp | 276.60%-247.9pp | 28.51%+0.2pp |
| Employer contribution / active EE | $1,792 | $3,191-43.8% | $4,644-61.4% | $2,270-21.0% |
| Participant deferral / active EE | $4,933 | $6,073-18.8% | $6,842-27.9% | $3,740+31.9% |
| Admin fee / account holder | $154 | $551-72.1% | $9,309-98.3% | $513-70.0% |