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... | $26,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,674 | $60,795-28.2% | $69,455-37.1% | $65,185-33.0% |
| Participation rate | 32.8% | 74.9%-42.1pp | 74.6%-41.8pp | 70.2%-37.4pp |
| Annual return | 18.37% | 17.46%+0.9pp | 28.97%-10.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $496 | $2,452-79.8% | $2,779-82.2% | $2,177-77.2% |
| Participant deferral / active EE | $1,617 | $3,162-48.9% | $3,535-54.3% | $3,514-54.0% |
| Admin fee / account holder | $85 | $314-73.0% | $3,839-97.8% | $847-90.0% |