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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $59,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,369 | $40,174+45.3% | $84,015-30.5% | $67,579-13.6% |
| Participation rate | 22.8% | 62.7%-39.9pp | 69.0%-46.2pp | 71.3%-48.5pp |
| Annual return | 22.01% | 25.82%-3.8pp | 71.31%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,562 | $2,301-32.1% | $3,239-51.8% | $3,539-55.9% |
| Admin fee / account holder | $21 | $128-83.4% | $6,101-99.7% | $142-85.1% |