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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $57,999 |
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 | $61,725 | $56,443+9.4% | $83,848-26.4% | $55,725+10.8% |
| Participation rate | 91.5% | 72.0%+19.4pp | 76.1%+15.3pp | 70.9%+20.6pp |
| Annual return | -5.55% | 393.67%-399.2pp | 850.88%-856.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $668 | $2,682-75.1% | $3,631-81.6% | $2,078-67.9% |
| Participant deferral / active EE | $1,737 | $2,965-41.4% | $4,082-57.5% | $3,356-48.2% |
| Admin fee / account holder | $33 | $156-79.1% | $5,478-99.4% | $115-71.7% |