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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.
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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 | Other fees; Distribution (12b-1) fees... | $60,310 |
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 | $175,999 | $75,183+134.1% | $123,892+42.1% | $55,167+219.0% |
| Participation rate | 96.7% | 72.8%+23.9pp | 81.4%+15.3pp | 69.0%+27.7pp |
| Annual return | 9.09% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $3,085 | $2,823+9.3% | $4,617-33.2% | $1,963+57.2% |
| Participant deferral / active EE | $10,570 | $5,084+107.9% | $5,984+76.6% | $3,054+246.1% |
| Admin fee / account holder | $54 | $663-91.8% | $8,357-99.4% | $504-89.3% |