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 GROUP8+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $134,164 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,128 | $81,908+40.6% | $90,749+26.9% | $64,808+77.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -16.66% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,761 | $3,065-42.6% | $2,921-39.7% | $2,506-29.7% |
| Participant deferral / active EE | $6,792 | $4,840+40.3% | $4,564+48.8% | $4,310+57.6% |
| Admin fee / account holder | $31 | $157-80.5% | $8,445-99.6% | $188-83.7% |