Filed February 5, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $41,532 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,504 | $52,884+12.5% | $84,750-29.8% | $55,167+7.9% |
| Participation rate | 90.0% | 67.5%+22.5pp | 76.6%+13.4pp | 69.0%+21.0pp |
| Annual return | -1.75% | 18.03%-19.8pp | 22.78%-24.5pp | 169.23%-171.0pp |
| Employer contribution / active EE | $1,300 | $2,233-41.8% | $3,574-63.6% | $1,963-33.8% |
| Participant deferral / active EE | $3,400 | $2,644+28.6% | $3,712-8.4% | $3,054+11.3% |
| Admin fee / account holder | $88 | $581-84.9% | $5,332-98.4% | $504-82.6% |