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 | Sub-transfer agency fees; Distributio... | $34,083 |
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 | $44,983 | $43,504+3.4% | $68,793-34.6% | $56,287-20.1% |
| Participation rate | 83.8% | 67.8%+15.9pp | 72.2%+11.6pp | 69.9%+13.9pp |
| Annual return | -3.62% | -3.15%-0.5pp | -4.63%+1.0pp | -9.96%+6.3pp |
| Employer contribution / active EE | $817 | $1,525-46.4% | $2,625-68.9% | $2,111-61.3% |
| Participant deferral / active EE | $2,492 | $2,509-0.7% | $3,311-24.7% | $3,350-25.6% |
| Admin fee / account holder | $217 | $515-57.9% | $5,131-95.8% | $521-58.4% |