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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $74,475 |
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 | $75,676 | $50,637+49.4% | $86,590-12.6% | $62,292+21.5% |
| Participation rate | 90.1% | 67.9%+22.2pp | 73.5%+16.6pp | 69.5%+20.6pp |
| Annual return | 20.84% | 20.80%0pp | 964.84%-944.0pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,274 | $2,075+9.6% | $2,839-19.9% | $2,042+11.3% |
| Participant deferral / active EE | $4,171 | $2,611+59.7% | $3,609+15.6% | $3,169+31.6% |
| Admin fee / account holder | $19 | $413-95.3% | $4,906-99.6% | $479-96.0% |