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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $63,250 |
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 | $51,683 | $58,083-11.0% | $80,019-35.4% | $56,287-8.2% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.8%+16.8pp | 69.9%+22.7pp |
| Annual return | -6.72% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,685 | $1,932-12.8% | $2,468-31.7% | $2,111-20.2% |
| Participant deferral / active EE | $4,803 | $3,135+53.2% | $3,686+30.3% | $3,350+43.4% |
| Admin fee / account holder | $54 | $623-91.3% | $6,521-99.2% | $521-89.6% |