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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $80,288 |
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 | $22,045 | $72,554-69.6% | $138,135-84.0% | $73,488-70.0% |
| Participation rate | 96.0% | 74.8%+21.2pp | 78.7%+17.3pp | 70.7%+25.3pp |
| Annual return | 13.46% | 17.50%-4.0pp | 20.51%-7.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,427 | $3,511-59.4% | $5,587-74.5% | $2,270-37.2% |
| Participant deferral / active EE | $4,298 | $4,908-12.4% | $6,431-33.2% | $3,740+14.9% |
| Admin fee / account holder | $210 | $464-54.9% | $11,856-98.2% | $513-59.1% |