Filed March 29, 2023 (most recent of 2 filings on file)
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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $32,514 |
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 | $115,466 | $54,762+110.9% | $90,281+27.9% | $72,985+58.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.09% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $7,362 | $2,092+251.8% | $2,854+157.9% | $2,440+201.7% |
| Participant deferral / active EE | $6,383 | $2,887+121.1% | $3,885+64.3% | $3,607+76.9% |
| Admin fee / account holder | $3 | $3,972-99.9% | $5,351-100.0% | $5,124-99.9% |