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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $710,876 |
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 | $156,152 | $127,481+22.5% | $149,696+4.3% | $90,288+72.9% |
| Participation rate | 98.1% | 78.2%+19.9pp | 82.5%+15.6pp | 73.4%+24.7pp |
| Annual return | 19.49% | 57.78%-38.3pp | 276.60%-257.1pp | 53.97%-34.5pp |
| Employer contribution / active EE | $3,769 | $3,448+9.3% | $4,644-18.8% | $2,524+49.3% |
| Participant deferral / active EE | $9,467 | $6,975+35.7% | $6,842+38.4% | $4,232+123.7% |
| Admin fee / account holder | $15 | $152-90.0% | $9,309-99.8% | $114-86.7% |