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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $60,039 |
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 | $98,881 | $56,629+74.6% | $77,999+26.8% | $55,167+79.2% |
| Participation rate | 99.6% | 73.3%+26.3pp | 75.5%+24.1pp | 69.0%+30.6pp |
| Annual return | 8.48% | 2866.98%-2858.5pp | 425.96%-417.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $4,041 | $1,723+134.5% | $2,470+63.6% | $1,963+105.9% |
| Participant deferral / active EE | $5,235 | $2,777+88.5% | $3,497+49.7% | $3,054+71.4% |
| Admin fee / account holder | $39 | $467-91.6% | $5,480-99.3% | $504-92.2% |