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 7-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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,271 | $55,214-92.3% | $104,607-95.9% | $73,488-94.2% |
| Participation rate | 84.5% | 67.8%+16.6pp | 74.1%+10.4pp | 70.7%+13.8pp |
| Annual return | 25.58% | 24.79%+0.8pp | 340.46%-314.9pp | 28.51%-2.9pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,460 | $2,925-15.9% | $3,740-34.2% | $3,740-34.2% |
| Admin fee / account holder | $105 | $424-75.2% | $6,473-98.4% | $513-79.5% |