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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $143,402 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,022 | $37,044-21.7% | $71,796-59.6% | $57,658-49.7% |
| Participation rate | 92.6% | 61.1%+31.4pp | 69.1%+23.4pp | 70.2%+22.3pp |
| Annual return | 8.13% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,482 | $720+105.8% | $1,924-23.0% | $1,974-24.9% |
| Participant deferral / active EE | $4,429 | $1,974+124.4% | $2,794+58.5% | $3,061+44.7% |
| Admin fee / account holder | $75 | $101-26.1% | $4,815-98.5% | $95-21.1% |