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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $34,157 |
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 | $113,106 | $60,124+88.1% | $90,404+25.1% | $79,858+41.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.82% | 71.94%-59.1pp | 1293.02%-1280.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $8,033 | $2,068+288.5% | $3,262+146.2% | $2,471+225.1% |
| Participant deferral / active EE | $6,790 | $2,938+131.1% | $3,963+71.3% | $3,740+81.5% |
| Admin fee / account holder | $5 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |