See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $142,366 |
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 | $57,839 | $82,546-29.9% | $140,016-58.7% | $75,289-23.2% |
| Participation rate | 98.6% | 88.4%+10.2pp | 87.5%+11.1pp | 72.4%+26.2pp |
| Annual return | -4.39% | -0.36%-4.0pp | 651.12%-655.5pp | -0.04%-4.4pp |
| Employer contribution / active EE | $4,896 | $3,856+27.0% | $5,606-12.7% | $2,405+103.6% |
| Participant deferral / active EE | $5,946 | $5,731+3.8% | $6,927-14.2% | $3,739+59.1% |
| Admin fee / account holder | $27 | $86-68.9% | $10,705-99.8% | $102-73.9% |