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 GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $31,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,612 | $50,175-31.0% | $99,443-65.2% | $65,185-46.9% |
| Participation rate | 66.5% | 68.4%-1.9pp | 73.8%-7.3pp | 70.2%-3.7pp |
| Annual return | 28.12% | 25.36%+2.8pp | 30.72%-2.6pp | 29.38%-1.3pp |
| Employer contribution / active EE | $492 | $1,496-67.1% | $2,540-80.6% | $2,177-77.4% |
| Participant deferral / active EE | $2,658 | $2,748-3.3% | $3,619-26.6% | $3,514-24.4% |
| Admin fee / account holder | $160 | $398-59.7% | $6,250-97.4% | $847-81.1% |