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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $46,529 |
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 | $61,801 | $58,726+5.2% | $92,233-33.0% | $62,292-0.8% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 13.68% | 43.62%-29.9pp | 176.28%-162.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,413 | $2,392-40.9% | $3,679-61.6% | $2,042-30.8% |
| Participant deferral / active EE | $3,574 | $2,766+29.2% | $3,897-8.3% | $3,169+12.8% |
| Admin fee / account holder | $71 | $556-87.3% | $5,194-98.6% | $479-85.2% |