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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $108,395 |
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 | $127,943 | $85,135+50.3% | $98,907+29.4% | $73,409+74.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 18.74% | 19.14%-0.4pp | 196.43%-177.7pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,336 | $2,721-14.1% | $2,689-13.1% | $2,234+4.6% |
| Participant deferral / active EE | $5,948 | $4,349+36.8% | $4,244+40.2% | $3,805+56.3% |
| Admin fee / account holder | $22 | $139-84.0% | $6,642-99.7% | $158-85.9% |