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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $58,806 |
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 | $48,545 | $59,417-18.3% | $93,606-48.1% | $74,495-34.8% |
| Participation rate | 94.9% | 59.7%+35.2pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 14.87% | 81.83%-67.0pp | 133.20%-118.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $956 | $1,264-24.4% | $2,420-60.5% | $2,623-63.6% |
| Participant deferral / active EE | $6,525 | $3,050+113.9% | $4,411+47.9% | $4,346+50.1% |
| Admin fee / account holder | $19 | $3,021-99.4% | $8,285-99.8% | $1,942-99.0% |