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 | Direct payment from the plan; Claims ... | $52,840 |
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 | $42,080 | $56,629-25.7% | $77,999-46.1% | $55,167-23.7% |
| Participation rate | 82.5% | 73.3%+9.2pp | 75.5%+7.0pp | 69.0%+13.5pp |
| Annual return | 6.82% | 2866.98%-2860.2pp | 425.96%-419.1pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,224 | $1,723-29.0% | $2,470-50.5% | $1,963-37.7% |
| Participant deferral / active EE | $3,302 | $2,777+18.9% | $3,497-5.6% | $3,054+8.1% |
| Admin fee / account holder | $48 | $467-89.7% | $5,480-99.1% | $504-90.4% |