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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $53,329 |
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 | $44,703 | $53,412-16.3% | $68,509-34.7% | $52,331-14.6% |
| Participation rate | 72.4% | 71.7%+0.8pp | 74.7%-2.3pp | 68.1%+4.3pp |
| Annual return | 0.30% | 3.42%-3.1pp | 8.27%-8.0pp | 4.54%-4.2pp |
| Employer contribution / active EE | $990 | $1,607-38.4% | $2,278-56.5% | $1,882-47.4% |
| Participant deferral / active EE | $2,739 | $2,688+1.9% | $3,382-19.0% | $3,022-9.4% |
| Admin fee / account holder | $61 | $461-86.9% | $5,275-98.9% | $592-89.8% |