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 9-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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $6,441 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,782 | $55,415-53.5% | $155,509-83.4% | $74,495-65.4% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.7pp | 67.2%+11.6pp |
| Annual return | 14.80% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $383 | $2,267-83.1% | $4,672-91.8% | $2,623-85.4% |
| Participant deferral / active EE | $3,153 | $2,836+11.2% | $5,626-44.0% | $4,346-27.4% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.9% |