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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $46,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,411 | $56,317+154.6% | $71,209+101.4% | $74,304+93.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 23.57% | 42.83%-19.3pp | 282.51%-258.9pp | 29.43%-5.9pp |
| Employer contribution / active EE | $10,616 | $2,160+391.5% | $2,721+290.2% | $2,241+373.7% |
| Participant deferral / active EE | $8,302 | $2,788+197.8% | $4,175+98.8% | $3,767+120.4% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.7% |