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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $33,234 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,966 | $65,435-71.0% | $86,677-78.1% | $66,914-71.7% |
| Participation rate | 94.1% | 75.5%+18.7pp | 76.6%+17.5pp | 69.8%+24.3pp |
| Annual return | -15.42% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,246 | $2,153-42.1% | $2,836-56.1% | $2,544-51.0% |
| Participant deferral / active EE | $1,056 | $4,100-74.2% | $4,656-77.3% | $4,237-75.1% |
| Admin fee / account holder | $28 | $642-95.6% | $7,493-99.6% | $593-95.2% |