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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $83,430 |
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 | $95,192 | $65,223+45.9% | $80,019+19.0% | $55,725+70.8% |
| Participation rate | 96.5% | 80.6%+15.9pp | 75.8%+20.6pp | 70.9%+25.6pp |
| Annual return | -4.07% | 7.59%-11.7pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $819 | $2,544-67.8% | $2,468-66.8% | $2,078-60.6% |
| Participant deferral / active EE | $5,160 | $3,881+33.0% | $3,686+40.0% | $3,356+53.8% |
| Admin fee / account holder | $28 | $114-75.8% | $6,521-99.6% | $115-76.0% |