Filed November 17, 2021
Total covered: 44 employees
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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $43,709 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,966 | $56,767+93.7% | $101,794+8.0% | $85,563+28.5% |
| Participation rate | 52.0% | 57.6%-5.6pp | 69.2%-17.2pp | 66.0%-14.0pp |
| Annual return | 14.37% | 17.76%-3.4pp | 30.53%-16.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,042 | $1,112-6.3% | $2,289-54.5% | $2,654-60.7% |
| Participant deferral / active EE | $2,647 | $2,720-2.7% | $4,084-35.2% | $4,375-39.5% |
| Admin fee / account holder | $152 | $1,098-86.2% | $8,777-98.3% | $834-81.8% |