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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $59,394 |
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 | $49,752 | $63,299-21.4% | $91,001-45.3% | $62,292-20.1% |
| Participation rate | 87.0% | 73.3%+13.7pp | 75.6%+11.4pp | 69.5%+17.5pp |
| Annual return | 15.67% | 20.99%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,541 | $1,807-14.7% | $2,456-37.2% | $2,042-24.5% |
| Participant deferral / active EE | $4,171 | $2,943+41.7% | $3,547+17.6% | $3,169+31.6% |
| Admin fee / account holder | $59 | $468-87.5% | $5,417-98.9% | $479-87.8% |