Filed February 5, 2018
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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.
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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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $57,370 |
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 | $54,944 | $66,601-17.5% | $92,893-40.9% | $67,579-18.7% |
| Participation rate | 89.1% | 72.5%+16.6pp | 76.0%+13.0pp | 71.3%+17.8pp |
| Annual return | 24.14% | 92.58%-68.4pp | 109.41%-85.3pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,360 | $2,775-51.0% | $3,653-62.8% | $2,148-36.7% |
| Participant deferral / active EE | $3,703 | $3,157+17.3% | $4,236-12.6% | $3,539+4.6% |
| Admin fee / account holder | $40 | $199-80.1% | $5,794-99.3% | $142-72.2% |