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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.
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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... | $54,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,837 | $35,485+37.6% | $74,550-34.5% | $55,725-12.4% |
| Participation rate | 21.9% | 62.5%-40.6pp | 69.1%-47.2pp | 70.9%-49.0pp |
| Annual return | -8.30% | 0.72%-9.0pp | 32.53%-40.8pp | 244.93%-253.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,548 | $2,181-29.0% | $3,108-50.2% | $3,356-53.9% |
| Admin fee / account holder | $21 | $114-81.9% | $5,060-99.6% | $115-82.0% |