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 GROUP1 year Filed as: STANCORP FINANCIAL GROUP, INC. Service code 15 · EIN 93-1253576 1100 S W SIXTH AVENUE · PORTLAND, OR 97204 | Recordkeeping | $11,700 |
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 | $128,416 | $69,362+85.1% | $101,248+26.8% | $73,488+74.7% |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.8%+23.2pp | 70.7%+28.3pp |
| Annual return | 11.89% | 18.46%-6.6pp | 46.47%-34.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $9,349 | $2,628+255.7% | $3,660+155.5% | $2,270+311.9% |
| Participant deferral / active EE | $2,271 | $3,300-31.2% | $4,370-48.0% | $3,740-39.3% |
| Admin fee / account holder | $104 | $704-85.2% | $5,945-98.2% | $513-79.6% |