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 7-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 | Custodial (other than securities); Cu... | $22,720 |
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 | $220,714 | $80,753+173.3% | $136,294+61.9% | $62,292+254.3% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 21.09% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $5,289 | $2,884+83.4% | $4,695+12.6% | $2,042+159.0% |
| Participant deferral / active EE | $10,747 | $5,164+108.1% | $6,247+72.0% | $3,169+239.1% |
| Admin fee / account holder | $23 | $525-95.7% | $9,243-99.8% | $479-95.3% |