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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $70,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $78,018 | $155,795-49.9% | $136,294-42.8% | $69,631+12.0% |
| Participation rate | 41.5% | 75.2%-33.8pp | 81.9%-40.4pp | 70.7%-29.2pp |
| Annual return | 19.88% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,207 | $2,991-59.6% | $4,695-74.3% | $2,032-40.6% |
| Participant deferral / active EE | $2,680 | $5,394-50.3% | $6,247-57.1% | $3,224-16.9% |
| Admin fee / account holder | $14 | $128-89.1% | $9,243-99.8% | $110-87.3% |